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 | $39,845 | $63,346-37.1% | $92,233-56.8% | $70,131-43.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.65% | 530.12%-521.5pp | 176.28%-167.6pp | 73.14%-64.5pp |
| Employer contribution / active EE | $3,976 | $2,471+60.9% | $3,679+8.1% | $2,342+69.8% |
| Participant deferral / active EE | $1,008 | $2,854-64.7% | $3,897-74.1% | $3,332-69.7% |
| Admin fee / account holder | $2,122 | $3,840-44.8% | $5,194-59.1% | $4,645-54.3% |