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 | $64,683 | $183,963-64.8% | $162,163-60.1% | $152,861-57.7% |
| Participation rate | 86.7% | 88.5%-1.8pp | 87.6%-0.9pp | 82.4%+4.2pp |
| Annual return | 3.46% | 150.76%-147.3pp | 115.59%-112.1pp | 345.32%-341.9pp |
| Employer contribution / active EE | $2,222 | $6,371-65.1% | $5,614-60.4% | $4,762-53.3% |
| Participant deferral / active EE | $2,422 | $8,034-69.9% | $7,298-66.8% | $5,850-58.6% |
| Admin fee / account holder | $24,410 | $13,121+86.0% | $10,843+125.1% | $11,596+110.5% |