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 | $31,978 | $185,822-82.8% | $169,993-81.2% | $139,434-77.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.11% | 60.50%-54.4pp | 53.37%-47.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $3,360 | $7,590-55.7% | $6,785-50.5% | $4,751-29.3% |
| Participant deferral / active EE | $1,590 | $11,622-86.3% | $10,408-84.7% | $6,710-76.3% |
| Admin fee / account holder | $752 | $15,381-95.1% | $12,815-94.1% | $11,403-93.4% |