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 | $51,666 | $167,484-69.2% | $151,611-65.9% | $134,475-61.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -26.38% | 7.80%-34.2pp | 3.33%-29.7pp | 417.96%-444.3pp |
| Employer contribution / active EE | $1,494 | $6,829-78.1% | $6,166-75.8% | $4,740-68.5% |
| Participant deferral / active EE | $2,982 | $8,986-66.8% | $8,363-64.4% | $6,400-53.4% |
| Admin fee / account holder | $540 | $13,783-96.1% | $11,616-95.4% | $11,426-95.3% |