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 | $59,140 | $107,334-44.9% | $92,893-36.3% | $152,861-61.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.52% | 145.58%-144.1pp | 109.41%-107.9pp | 345.32%-343.8pp |
| Employer contribution / active EE | $14,022 | $4,221+232.2% | $3,653+283.9% | $4,762+194.4% |
| Participant deferral / active EE | $656 | $4,845-86.5% | $4,236-84.5% | $5,850-88.8% |
| Admin fee / account holder | $42,110 | $7,079+494.8% | $5,794+626.8% | $11,596+263.1% |