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 9-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 | $13,062 | $48,795-73.2% | $65,493-80.1% | $84,808-84.6% |
| Participation rate | 73.1% | 67.0%+6.1pp | 73.1%0pp | 68.3%+4.8pp |
| Annual return | 8.63% | 20.20%-11.6pp | 982.45%-973.8pp | 40.90%-32.3pp |
| Employer contribution / active EE | $1,964 | $1,930+1.8% | $2,574-23.7% | $2,631-25.4% |
| Participant deferral / active EE | $261 | $2,928-91.1% | $3,961-93.4% | $4,212-93.8% |
| Admin fee / account holder | $854 | $3,877-78.0% | $5,028-83.0% | $7,344-88.4% |