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 9-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 | $26,691 | $159,602-83.3% | $150,045-82.2% | $142,382-81.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.49% | 70.24%-58.7pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,796 | $4,961-63.8% | $4,693-61.7% | $4,299-58.2% |
| Participant deferral / active EE | $1,900 | $8,310-77.1% | $7,997-76.2% | $6,507-70.8% |
| Admin fee / account holder | $26,314 | $14,846+77.2% | $13,435+95.9% | $12,624+108.4% |