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 | $98,413 | $192,717-48.9% | $142,449-30.9% | $139,434-29.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 9.26% | 17.99%-8.7pp | 19.99%-10.7pp | 372.94%-363.7pp |
| Employer contribution / active EE | $5,769 | $5,806-0.6% | $4,847+19.0% | $4,751+21.4% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5,719 | $15,124-62.2% | $10,011-42.9% | $11,403-49.8% |