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 | $76,775 | $185,822-58.7% | $169,993-54.8% | $139,434-44.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.10% | 60.50%-54.4pp | 53.37%-47.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $2,123 | $7,590-72.0% | $6,785-68.7% | $4,751-55.3% |
| Participant deferral / active EE | $1,194 | $11,622-89.7% | $10,408-88.5% | $6,710-82.2% |
| Admin fee / account holder | $18,727 | $15,381+21.8% | $12,815+46.1% | $11,403+64.2% |