See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,433 | $79,449+69.2% | $189,557-29.1% | $85,850+56.6% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 11.16% | 18.45%-7.3pp | 64.17%-53.0pp | 318.53%-307.4pp |
| Employer contribution / active EE | $3,478 | $2,081+67.1% | $4,412-21.2% | $2,565+35.6% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,187 | $5,377-3.5% | $9,807-47.1% | $6,260-17.1% |