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 | $14,487 | $104,907-86.2% | $84,611-82.9% | $152,861-90.5% |
| Participation rate | 91.7% | 74.8%+16.8pp | 68.2%+23.4pp | 82.4%+9.2pp |
| Annual return | 0.12% | 373.79%-373.7pp | 258.74%-258.6pp | 345.32%-345.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $757 | $4,688-83.8% | $3,899-80.6% | $5,850-87.1% |
| Admin fee / account holder | $2,995 | $6,241-52.0% | $4,912-39.0% | $11,596-74.2% |