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 | $39,949 | $91,538-56.4% | $129,995-69.3% | $75,163-46.9% |
| Participation rate | 71.6% | 71.4%+0.2pp | 78.5%-6.8pp | 67.2%+4.4pp |
| Annual return | 12.55% | -631.11%+643.7pp | -137.18%+149.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,335 | $2,845-17.9% | $4,320-45.9% | $2,670-12.5% |
| Participant deferral / active EE | $1,416 | $4,341-67.4% | $5,820-75.7% | $4,125-65.7% |
| Admin fee / account holder | $8,653 | $6,790+27.4% | $10,614-18.5% | $5,651+53.1% |