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 | $35,054 | $114,381-69.4% | $107,525-67.4% | $142,382-75.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.59% | 242.71%-233.1pp | 181.32%-171.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,751 | $4,015-56.4% | $3,754-53.3% | $4,299-59.3% |
| Participant deferral / active EE | $1,091 | $5,564-80.4% | $5,116-78.7% | $6,507-83.2% |
| Admin fee / account holder | $52,499 | $9,860+432.4% | $8,919+488.6% | $12,624+315.9% |