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 | $189,179 | $154,117+22.8% | $129,995+45.5% | $139,434+35.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 3.80% | 32.48%-28.7pp | -137.18%+141.0pp | 372.94%-369.1pp |
| Employer contribution / active EE | $1,374 | $5,289-74.0% | $4,320-68.2% | $4,751-71.1% |
| Participant deferral / active EE | $1,760 | $6,710-73.8% | $5,820-69.8% | $6,710-73.8% |
| Admin fee / account holder | $20,735 | $14,007+48.0% | $10,614+95.3% | $11,403+81.8% |