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 | $107,484 | $125,758-14.5% | $169,993-36.8% | $75,163+43.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.24% | 27.20%-15.0pp | 53.37%-41.1pp | 160.62%-148.4pp |
| Employer contribution / active EE | $6,499 | $4,615+40.8% | $6,785-4.2% | $2,670+143.4% |
| Participant deferral / active EE | $2,683 | $6,837-60.8% | $10,408-74.2% | $4,125-35.0% |
| Admin fee / account holder | $10,391 | $8,173+27.1% | $12,815-18.9% | $5,651+83.9% |