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 | $142,122 | $91,552+55.2% | $133,956+6.1% | $79,858+78.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.46% | 61.85%-52.4pp | 45.09%-35.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $5,218 | $2,384+118.9% | $3,919+33.2% | $2,471+111.2% |
| Participant deferral / active EE | $517 | $3,733-86.2% | $5,048-89.8% | $3,740-86.2% |
| Admin fee / account holder | $2,384 | $6,321-62.3% | $8,927-73.3% | $5,306-55.1% |