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 | $148,249 | $117,841+25.8% | $102,423+44.7% | $145,922+1.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 2.62% | 31.65%-29.0pp | 29.32%-26.7pp | 561.29%-558.7pp |
| Employer contribution / active EE | $1,940 | $3,615-46.3% | $3,023-35.8% | $4,660-58.4% |
| Participant deferral / active EE | $1,143 | $5,731-80.1% | $5,053-77.4% | $6,688-82.9% |
| Admin fee / account holder | $8,037 | $13,326-39.7% | $9,451-15.0% | $13,397-40.0% |