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 | $176,848 | $107,452+64.6% | $91,541+93.2% | $142,382+24.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.95% | 22.06%-13.1pp | 20.50%-11.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $4,800 | $2,994+60.3% | $2,505+91.6% | $4,299+11.7% |
| Participant deferral / active EE | $667 | $4,754-86.0% | $4,008-83.4% | $6,507-89.8% |
| Admin fee / account holder | $189,944 | $8,834+2050.1% | $6,956+2630.5% | $12,624+1404.7% |