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 | $225,841 | $126,574+78.4% | $106,213+112.6% | $145,922+54.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.89% | 224.79%-218.9pp | 116.14%-110.3pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,287 | $3,730-65.5% | $3,171-59.4% | $4,660-72.4% |
| Participant deferral / active EE | $1,411 | $5,724-75.3% | $5,016-71.9% | $6,688-78.9% |
| Admin fee / account holder | $7,668 | $17,304-55.7% | $11,033-30.5% | $13,397-42.8% |