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 | $53,304 | $81,208-34.4% | $98,907-46.1% | $79,858-33.3% |
| Participation rate | 89.6% | 72.5%+17.1pp | 76.0%+13.6pp | 69.6%+20.0pp |
| Annual return | 7.39% | 60.99%-53.6pp | 196.43%-189.0pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,506 | $1,960-23.2% | $2,689-44.0% | $2,471-39.1% |
| Participant deferral / active EE | $1,276 | $3,265-60.9% | $4,244-69.9% | $3,740-65.9% |
| Admin fee / account holder | $7,785 | $6,013+29.5% | $6,642+17.2% | $5,306+46.7% |