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 | $17,633 | $85,202-79.3% | $172,739-89.8% | $72,985-75.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.43% | 27.32%-23.9pp | 802.84%-799.4pp | 81.00%-77.6pp |
| Employer contribution / active EE | $827 | $3,324-75.1% | $5,143-83.9% | $2,440-66.1% |
| Participant deferral / active EE | $861 | $3,260-73.6% | $5,198-83.4% | $3,607-76.1% |
| Admin fee / account holder | $6,785 | $5,884+15.3% | $13,954-51.4% | $5,124+32.4% |