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 | $42,984 | $152,587-71.8% | $125,175-65.7% | $152,861-71.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.68% | 54.84%-48.2pp | 43.79%-37.1pp | 345.32%-338.6pp |
| Employer contribution / active EE | $2,857 | $4,946-42.2% | $3,865-26.1% | $4,762-40.0% |
| Participant deferral / active EE | $1,250 | $5,868-78.7% | $4,937-74.7% | $5,850-78.6% |
| Admin fee / account holder | $1,181 | $13,434-91.2% | $9,702-87.8% | $11,596-89.8% |