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 | $105,931 | $100,754+5.1% | $86,677+22.2% | $134,475-21.2% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -20.64% | 29.04%-49.7pp | 35.91%-56.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,390 | $3,489-60.2% | $2,836-51.0% | $4,740-70.7% |
| Participant deferral / active EE | $1,597 | $5,338-70.1% | $4,656-65.7% | $6,400-75.0% |
| Admin fee / account holder | $2,594 | $10,926-76.3% | $7,493-65.4% | $11,426-77.3% |