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 | $151,139 | $176,812-14.5% | $146,665+3.1% | $167,490-9.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -24.52% | 24.03%-48.6pp | 22.74%-47.3pp | 478.56%-503.1pp |
| Employer contribution / active EE | $17,185 | $5,160+233.0% | $4,136+315.5% | $4,837+255.2% |
| Participant deferral / active EE | $616 | $6,440-90.4% | $5,506-88.8% | $6,341-90.3% |
| Admin fee / account holder | $1,347 | $13,259-89.8% | $10,280-86.9% | $12,309-89.1% |