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 | $16,324 | $76,738-78.7% | $56,411-71.1% | $145,922-88.8% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 1.65% | 2994.23%-2992.6pp | 1701.33%-1699.7pp | 561.29%-559.6pp |
| Employer contribution / active EE | $964 | $1,380-30.1% | $1,039-7.2% | $4,660-79.3% |
| Participant deferral / active EE | $34 | $2,623-98.7% | $1,952-98.2% | $6,688-99.5% |
| Admin fee / account holder | $39,789 | $3,334+1093.5% | $2,829+1306.6% | $13,397+197.0% |