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 | $13,848 | $46,553-70.3% | $64,056-78.4% | $75,163-81.6% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 9.07% | 26.03%-17.0pp | 33.69%-24.6pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,071 | $1,974-45.7% | $2,747-61.0% | $2,670-59.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $639 | $2,952-78.4% | $3,068-79.2% | $5,651-88.7% |