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 | $71,661 | $96,484-25.7% | $75,886-5.6% | $152,861-53.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 4.52% | 33.98%-29.5pp | 30.76%-26.2pp | 345.32%-340.8pp |
| Employer contribution / active EE | $5,400 | $3,309+63.2% | $2,500+115.9% | $4,762+13.4% |
| Participant deferral / active EE | $798 | $4,553-82.5% | $3,603-77.9% | $5,850-86.4% |
| Admin fee / account holder | $1,523 | $8,078-81.1% | $5,418-71.9% | $11,596-86.9% |