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 | $197,739 | $165,584+19.4% | $142,942+38.3% | $137,256+44.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 7.87% | 164.22%-156.4pp | 113.70%-105.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,836 | $4,725-61.1% | $4,139-55.6% | $4,156-55.8% |
| Participant deferral / active EE | $130 | $8,194-98.4% | $7,128-98.2% | $6,407-98.0% |
| Admin fee / account holder | $934 | $16,167-94.2% | $12,475-92.5% | $12,270-92.4% |