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 | $233,890 | $140,940+66.0% | $112,229+108.4% | $139,434+67.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.94% | 32.71%-24.8pp | 30.20%-22.3pp | 372.94%-365.0pp |
| Employer contribution / active EE | $13,732 | $4,283+220.6% | $3,430+300.3% | $4,751+189.0% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $61,688 | $9,954+519.7% | $7,748+696.1% | $11,403+441.0% |