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 | $61,537 | $165,984-62.9% | $164,813-62.7% | $145,922-57.8% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.6%-2.1pp | 80.3%-3.8pp |
| Annual return | 8.31% | 100.03%-91.7pp | 69.93%-61.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $4,922 | $5,273-6.7% | $4,341+13.4% | $4,660+5.6% |
| Participant deferral / active EE | $1,214 | $6,959-82.6% | $6,031-79.9% | $6,688-81.9% |
| Admin fee / account holder | $740 | $16,648-95.6% | $12,690-94.2% | $13,397-94.5% |