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 | $64,343 | $65,409-1.6% | $98,442-34.6% | $85,850-25.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 7.05% | 21.76%-14.7pp | 1492.73%-1485.7pp | 318.53%-311.5pp |
| Employer contribution / active EE | $556 | $2,168-74.3% | $2,960-81.2% | $2,565-78.3% |
| Participant deferral / active EE | $702 | $3,166-77.8% | $4,276-83.6% | $3,952-82.2% |
| Admin fee / account holder | $2,750 | $4,593-40.1% | $5,949-53.8% | $6,260-56.1% |