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 | $70,777 | $117,841-39.9% | $102,423-30.9% | $145,922-51.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.39% | 31.65%-25.3pp | 29.32%-22.9pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,231 | $3,615-65.9% | $3,023-59.3% | $4,660-73.6% |
| Participant deferral / active EE | $1,714 | $5,731-70.1% | $5,053-66.1% | $6,688-74.4% |
| Admin fee / account holder | $3,378 | $13,326-74.7% | $9,451-64.3% | $13,397-74.8% |