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 | $48,263 | $171,865-71.9% | $149,718-67.8% | $147,584-67.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.62% | 2113.22%-2105.6pp | 1501.63%-1494.0pp | 578.55%-570.9pp |
| Employer contribution / active EE | $2,199 | $6,275-65.0% | $5,445-59.6% | $4,876-54.9% |
| Participant deferral / active EE | $1,481 | $7,271-79.6% | $6,569-77.5% | $5,439-72.8% |
| Admin fee / account holder | $349 | $13,799-97.5% | $11,283-96.9% | $10,885-96.8% |