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 | $15,661 | $95,561-83.6% | $77,163-79.7% | $139,434-88.8% |
| Participation rate | 80.0% | 73.9%+6.1pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 8.62% | 54.92%-46.3pp | 37.87%-29.3pp | 372.94%-364.3pp |
| Employer contribution / active EE | $4,157 | $3,147+32.1% | $2,535+64.0% | $4,751-12.5% |
| Participant deferral / active EE | $232 | $4,624-95.0% | $3,833-93.9% | $6,710-96.5% |
| Admin fee / account holder | $849 | $8,295-89.8% | $5,472-84.5% | $11,403-92.6% |