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 | $14,491 | $73,515-80.3% | $62,995-77.0% | $147,584-90.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.40% | 175.43%-168.0pp | 87.57%-80.2pp | 578.55%-571.1pp |
| Employer contribution / active EE | $3,351 | $3,320+0.9% | $2,759+21.5% | $4,876-31.3% |
| Participant deferral / active EE | $680 | $4,185-83.7% | $3,329-79.6% | $5,439-87.5% |
| Admin fee / account holder | $17,042 | $5,953+186.3% | $3,600+373.4% | $10,885+56.6% |