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 | $47,290 | $105,181-55.0% | $159,436-70.3% | $85,850-44.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -0.73% | 45.07%-45.8pp | 263.57%-264.3pp | 318.53%-319.3pp |
| Employer contribution / active EE | $3,882 | $3,318+17.0% | $4,829-19.6% | $2,565+51.3% |
| Participant deferral / active EE | $1,032 | $5,945-82.6% | $7,352-86.0% | $3,952-73.9% |
| Admin fee / account holder | $1,348 | $6,933-80.6% | $10,799-87.5% | $6,260-78.5% |