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 | $52,834 | $106,515-50.4% | $96,683-45.4% | $139,434-62.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 9.42% | 38.43%-29.0pp | 35.69%-26.3pp | 372.94%-363.5pp |
| Employer contribution / active EE | $3,737 | $4,103-8.9% | $3,7370% | $4,751-21.3% |
| Participant deferral / active EE | $303 | $5,454-94.4% | $4,878-93.8% | $6,710-95.5% |
| Admin fee / account holder | $1,897 | $7,877-75.9% | $6,730-71.8% | $11,403-83.4% |