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 | $29,485 | $115,770-74.5% | $101,248-70.9% | $158,922-81.4% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 4.97% | 56.14%-51.2pp | 46.47%-41.5pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,680 | $4,175-59.8% | $3,660-54.1% | $4,761-64.7% |
| Participant deferral / active EE | $1,116 | $4,957-77.5% | $4,370-74.5% | $5,982-81.3% |
| Admin fee / account holder | $11,035 | $7,245+52.3% | $5,945+85.6% | $11,246-1.9% |