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 | $183,779 | $185,822-1.1% | $169,993+8.1% | $139,434+31.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 10.53% | 60.50%-50.0pp | 53.37%-42.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $15,623 | $7,590+105.8% | $6,785+130.2% | $4,751+228.8% |
| Participant deferral / active EE | $1,955 | $11,622-83.2% | $10,408-81.2% | $6,710-70.9% |
| Admin fee / account holder | $1,174 | $15,381-92.4% | $12,815-90.8% | $11,403-89.7% |