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 | $92,832 | $118,680-21.8% | $98,907-6.1% | $158,922-41.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.26% | 372.35%-372.1pp | 196.43%-196.2pp | 302.83%-302.6pp |
| Employer contribution / active EE | $16,366 | $3,333+391.0% | $2,689+508.7% | $4,761+243.7% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $18,613 | $10,131+83.7% | $6,642+180.2% | $11,246+65.5% |