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 | $22,035 | $64,707-65.9% | $112,228-80.4% | $68,494-67.8% |
| Participation rate | 86.8% | 67.2%+19.6pp | 75.1%+11.7pp | 67.9%+18.9pp |
| Annual return | -21.98% | -11.40%-10.6pp | 27.45%-49.4pp | -7.84%-14.1pp |
| Employer contribution / active EE | $7,240 | $2,746+163.7% | $3,635+99.2% | $2,596+178.9% |
| Participant deferral / active EE | $1,363 | $3,565-61.8% | $4,728-71.2% | $4,027-66.2% |
| Admin fee / account holder | $3,134 | $5,232-40.1% | $6,410-51.1% | $5,403-42.0% |