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 | $65,433 | $109,327-40.1% | $89,391-26.8% | $158,922-58.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 3.44% | 345.68%-342.2pp | 245.62%-242.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $19,152 | $3,170+504.2% | $2,586+640.7% | $4,761+302.2% |
| Participant deferral / active EE | $108 | $4,598-97.7% | $3,890-97.2% | $5,982-98.2% |
| Admin fee / account holder | $20,585 | $6,153+234.6% | $4,881+321.7% | $11,246+83.0% |