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 | $51,597 | $150,440-65.7% | $136,294-62.1% | $147,584-65.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.07% | 1049.08%-1043.0pp | 5155.94%-5149.9pp | 578.55%-572.5pp |
| Employer contribution / active EE | $1,651 | $5,256-68.6% | $4,695-64.8% | $4,876-66.1% |
| Participant deferral / active EE | $1,506 | $6,630-77.3% | $6,247-75.9% | $5,439-72.3% |
| Admin fee / account holder | $103,122 | $10,905+845.6% | $9,243+1015.6% | $10,885+847.4% |