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 | $156,050 | $87,733+77.9% | $106,548+46.5% | $85,850+81.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 2.00% | 21.86%-19.9pp | 26.80%-24.8pp | 318.53%-316.5pp |
| Employer contribution / active EE | $8,816 | $2,073+325.3% | $2,819+212.7% | $2,565+243.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,739 | $6,767-44.7% | $7,407-49.5% | $6,260-40.3% |