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 9-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 | $121,391 | $88,751+36.8% | $81,812+48.4% | $145,922-16.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.85% | 1025.40%-1019.5pp | 773.79%-767.9pp | 561.29%-555.4pp |
| Employer contribution / active EE | $825 | $3,083-73.2% | $2,912-71.7% | $4,660-82.3% |
| Participant deferral / active EE | $271 | $4,643-94.2% | $4,319-93.7% | $6,688-95.9% |
| Admin fee / account holder | $31,384 | $8,415+272.9% | $7,386+324.9% | $13,397+134.3% |