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 | $60,729 | $101,724-40.3% | $164,813-63.2% | $80,856-24.9% |
| Participation rate | 95.5% | 71.8%+23.6pp | 78.6%+16.9pp | 67.6%+27.8pp |
| Annual return | -24.43% | 16.72%-41.1pp | 69.93%-94.4pp | 35.59%-60.0pp |
| Employer contribution / active EE | $3,821 | $2,953+29.4% | $4,341-12.0% | $2,755+38.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,425 | $8,227-82.7% | $12,690-88.8% | $6,918-79.4% |