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 | $157,198 | $104,664+50.2% | $85,682+83.5% | $167,490-6.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 7.31% | 21.45%-14.1pp | 21.49%-14.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,814 | $3,337-15.7% | $2,618+7.5% | $4,837-41.8% |
| Participant deferral / active EE | $356 | $4,824-92.6% | $3,923-90.9% | $6,341-94.4% |
| Admin fee / account holder | $5,016 | $10,032-50.0% | $6,873-27.0% | $12,309-59.3% |