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 | $198,970 | $101,724+95.6% | $164,813+20.7% | $80,856+146.1% |
| Participation rate | 89.5% | 71.8%+17.6pp | 78.6%+10.9pp | 67.6%+21.8pp |
| Annual return | 10.27% | 16.72%-6.4pp | 69.93%-59.7pp | 35.59%-25.3pp |
| Employer contribution / active EE | $12,100 | $2,953+309.7% | $4,341+178.7% | $2,755+339.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,321 | $8,227-47.5% | $12,690-65.9% | $6,918-37.5% |