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 | $72,238 | $76,367-5.4% | $93,606-22.8% | $72,985-1.0% |
| Participation rate | 96.2% | 71.7%+24.4pp | 75.8%+20.3pp | 69.5%+26.7pp |
| Annual return | 0.83% | 25.82%-25.0pp | 32.76%-31.9pp | 81.00%-80.2pp |
| Employer contribution / active EE | $534 | $2,275-76.6% | $2,718-80.4% | $2,440-78.1% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,167 | $6,838-39.1% | $7,888-47.2% | $5,124-18.7% |