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 | $45,606 | $56,053-18.6% | $75,972-40.0% | $80,856-43.6% |
| Participation rate | 96.2% | 62.0%+34.1pp | 69.1%+27.1pp | 67.6%+28.5pp |
| Annual return | 6.98% | 20.53%-13.6pp | 359.55%-352.6pp | 35.59%-28.6pp |
| Employer contribution / active EE | $3,033 | $1,874+61.9% | $2,685+13.0% | $2,755+10.1% |
| Participant deferral / active EE | $416 | $3,052-86.4% | $4,255-90.2% | $4,296-90.3% |
| Admin fee / account holder | $2,437 | $5,234-53.4% | $6,467-62.3% | $6,918-64.8% |