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 | $49,850 | $63,346-21.3% | $92,233-46.0% | $70,131-28.9% |
| Participation rate | 93.4% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.9pp |
| Annual return | 8.16% | 530.12%-522.0pp | 176.28%-168.1pp | 73.14%-65.0pp |
| Employer contribution / active EE | $2,000 | $2,471-19.1% | $3,679-45.6% | $2,342-14.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,254 | $3,840+62.9% | $5,194+20.4% | $4,645+34.6% |