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 8-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 | $75,226 | $89,739-16.2% | $149,718-49.8% | $62,292+20.8% |
| Participation rate | 99.0% | 85.1%+13.9pp | 87.1%+12.0pp | 69.5%+29.5pp |
| Annual return | 10.86% | 21.01%-10.2pp | 1501.63%-1490.8pp | 28.90%-18.0pp |
| Employer contribution / active EE | $1,905 | $3,233-41.1% | $5,445-65.0% | $2,042-6.7% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3,603 | $551+553.6% | $11,283-68.1% | $479+651.7% |