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 5-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 | $17,438 | $106,584-83.6% | $101,326-82.8% | $142,382-87.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.39% | 36.93%-24.5pp | 36.82%-24.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $8,561 | $3,956+116.4% | $3,665+133.6% | $4,299+99.1% |
| Participant deferral / active EE | $1,100 | $8,297-86.7% | $7,994-86.2% | $6,507-83.1% |
| Admin fee / account holder | $10,568 | $11,446-7.7% | $11,185-5.5% | $12,624-16.3% |