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 | $45,999 | $214,378-78.5% | $200,582-77.1% | $142,382-67.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.22% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,492 | $6,841-63.6% | $6,419-61.2% | $4,299-42.0% |
| Participant deferral / active EE | $1,522 | $9,865-84.6% | $9,331-83.7% | $6,507-76.6% |
| Admin fee / account holder | $20,377 | $17,692+15.2% | $16,305+25.0% | $12,624+61.4% |