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 7-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 | $12,758 | $109,817-88.4% | $98,442-87.0% | $167,490-92.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.08% | 1956.69%-1947.6pp | 1492.73%-1483.6pp | 478.56%-469.5pp |
| Employer contribution / active EE | $840 | $3,224-73.9% | $2,960-71.6% | $4,837-82.6% |
| Participant deferral / active EE | $732 | $4,673-84.3% | $4,276-82.9% | $6,341-88.5% |
| Admin fee / account holder | $427 | $6,753-93.7% | $5,949-92.8% | $12,309-96.5% |