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 | $34,703 | $60,124-42.3% | $90,404-61.6% | $79,858-56.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 2.30% | 71.94%-69.6pp | 1293.02%-1290.7pp | 31.71%-29.4pp |
| Employer contribution / active EE | $1,624 | $2,068-21.4% | $3,262-50.2% | $2,471-34.3% |
| Participant deferral / active EE | $107 | $2,938-96.4% | $3,963-97.3% | $3,740-97.1% |
| Admin fee / account holder | $10,533 | $3,976+164.9% | $5,611+87.7% | $5,306+98.5% |