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 | $40,709 | $159,602-74.5% | $150,045-72.9% | $142,382-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.87% | 70.24%-65.4pp | 62.55%-57.7pp | 217.08%-212.2pp |
| Employer contribution / active EE | $6,974 | $4,961+40.6% | $4,693+48.6% | $4,299+62.2% |
| Participant deferral / active EE | $2,366 | $8,310-71.5% | $7,997-70.4% | $6,507-63.6% |
| Admin fee / account holder | $42,801 | $14,846+188.3% | $13,435+218.6% | $12,624+239.1% |