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 | $212,450 | $177,572+19.6% | $154,803+37.2% | $142,382+49.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -0.30% | 65.07%-65.4pp | 58.88%-59.2pp | 217.08%-217.4pp |
| Employer contribution / active EE | $989 | $4,810-79.4% | $4,305-77.0% | $4,299-77.0% |
| Participant deferral / active EE | $818 | $6,272-87.0% | $5,540-85.2% | $6,507-87.4% |
| Admin fee / account holder | $7,171 | $16,786-57.3% | $14,329-50.0% | $12,624-43.2% |