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 6-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 | $74,500 | $214,378-65.2% | $200,582-62.9% | $142,382-47.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.73% | 46.41%-39.7pp | 42.33%-35.6pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,084 | $6,841-69.5% | $6,419-67.5% | $4,299-51.5% |
| Participant deferral / active EE | $2,864 | $9,865-71.0% | $9,331-69.3% | $6,507-56.0% |
| Admin fee / account holder | $12,260 | $17,692-30.7% | $16,305-24.8% | $12,624-2.9% |