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 | $20,126 | $60,124-66.5% | $90,404-77.7% | $79,858-74.8% |
| Participation rate | 86.5% | 65.0%+21.5pp | 72.7%+13.8pp | 69.6%+16.9pp |
| Annual return | 9.09% | 71.94%-62.9pp | 1293.02%-1283.9pp | 31.71%-22.6pp |
| Employer contribution / active EE | $711 | $2,068-65.6% | $3,262-78.2% | $2,471-71.2% |
| Participant deferral / active EE | $746 | $2,938-74.6% | $3,963-81.2% | $3,740-80.1% |
| Admin fee / account holder | $8,323 | $3,976+109.3% | $5,611+48.3% | $5,306+56.8% |