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 5-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 | $7,852 | $96,305-91.8% | $80,569-90.3% | $139,434-94.4% |
| Participation rate | 72.7% | 73.6%-0.9pp | 67.0%+5.7pp | 80.3%-7.6pp |
| Annual return | 10.19% | 1350.08%-1339.9pp | 935.43%-925.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $447 | $3,262-86.3% | $2,723-83.6% | $4,751-90.6% |
| Participant deferral / active EE | $784 | $5,232-85.0% | $4,447-82.4% | $6,710-88.3% |
| Admin fee / account holder | $1,178 | $6,599-82.1% | $5,377-78.1% | $11,403-89.7% |