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 | $45,231 | $201,272-77.5% | $184,203-75.4% | $145,922-69.0% |
| Participation rate | 73.9% | 87.5%-13.6pp | 86.8%-12.9pp | 80.3%-6.4pp |
| Annual return | 7.61% | 29.00%-21.4pp | 28.81%-21.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,749 | $7,022-75.1% | $6,427-72.8% | $4,660-62.5% |
| Participant deferral / active EE | $2,181 | $9,806-77.8% | $9,131-76.1% | $6,688-67.4% |
| Admin fee / account holder | $41,868 | $16,364+155.9% | $13,901+201.2% | $13,397+212.5% |