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 | $99,262 | $133,958-25.9% | $112,228-11.6% | $134,475-26.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -29.38% | 47.11%-76.5pp | 27.45%-56.8pp | 417.96%-447.3pp |
| Employer contribution / active EE | $2,111 | $4,038-47.7% | $3,635-41.9% | $4,740-55.5% |
| Participant deferral / active EE | $800 | $5,291-84.9% | $4,728-83.1% | $6,400-87.5% |
| Admin fee / account holder | $1,078 | $7,489-85.6% | $6,410-83.2% | $11,426-90.6% |