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 | $204,523 | $100,041+104.4% | $149,718+36.6% | $70,131+191.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.17% | 27.43%-17.3pp | 1501.63%-1491.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $9,553 | $3,662+160.9% | $5,445+75.4% | $2,342+307.8% |
| Participant deferral / active EE | $1,557 | $4,983-68.8% | $6,569-76.3% | $3,332-53.3% |
| Admin fee / account holder | $1,270 | $8,286-84.7% | $11,283-88.7% | $4,645-72.7% |