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 7-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 | $198,962 | $112,096+77.5% | $95,952+107.4% | $158,922+25.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.28% | 171.09%-165.8pp | 91.61%-86.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $3,634 | $3,198+13.6% | $2,541+43.0% | $4,761-23.7% |
| Participant deferral / active EE | $419 | $4,784-91.2% | $4,167-89.9% | $5,982-93.0% |
| Admin fee / account holder | $21,953 | $10,130+116.7% | $6,795+223.1% | $11,246+95.2% |