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 | $160,826 | $138,044+16.5% | $125,339+28.3% | $134,475+19.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.27% | 750.33%-774.6pp | 572.05%-596.3pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,128 | $5,243-59.4% | $4,814-55.8% | $4,740-55.1% |
| Participant deferral / active EE | $1,507 | $7,799-80.7% | $7,446-79.8% | $6,400-76.5% |
| Admin fee / account holder | $7,752 | $11,571-33.0% | $10,010-22.6% | $11,426-32.2% |