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 | $159,332 | $183,963-13.4% | $162,163-1.7% | $152,861+4.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1.99% | 150.76%-148.8pp | 115.59%-113.6pp | 345.32%-343.3pp |
| Employer contribution / active EE | $15,810 | $6,371+148.2% | $5,614+181.6% | $4,762+232.0% |
| Participant deferral / active EE | $2,780 | $8,034-65.4% | $7,298-61.9% | $5,850-52.5% |
| Admin fee / account holder | $326 | $13,121-97.5% | $10,843-97.0% | $11,596-97.2% |