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 | $76,768 | $85,766-10.5% | $136,294-43.7% | $70,131+9.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -4.88% | 31.45%-36.3pp | 5155.94%-5160.8pp | 73.14%-78.0pp |
| Employer contribution / active EE | $4,092 | $2,966+38.0% | $4,695-12.9% | $2,342+74.7% |
| Participant deferral / active EE | $1,280 | $5,051-74.7% | $6,247-79.5% | $3,332-61.6% |
| Admin fee / account holder | $2,628 | $5,420-51.5% | $9,243-71.6% | $4,645-43.4% |