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 3-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 | $28,250 | $111,754-74.7% | $103,333-72.7% | $145,922-80.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.25% | 24.77%-20.5pp | 24.88%-20.6pp | 561.29%-557.0pp |
| Employer contribution / active EE | $12,473 | $4,212+196.1% | $3,868+222.5% | $4,660+167.7% |
| Participant deferral / active EE | $1,495 | $5,619-73.4% | $5,057-70.4% | $6,688-77.6% |
| Admin fee / account holder | $792 | $9,750-91.9% | $8,355-90.5% | $13,397-94.1% |