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 | $25,345 | $48,076-47.3% | $78,689-67.8% | $62,891-59.7% |
| Participation rate | 92.0% | 65.2%+26.8pp | 73.6%+18.4pp | 69.3%+22.7pp |
| Annual return | -0.15% | 31.35%-31.5pp | 62.18%-62.3pp | 20.14%-20.3pp |
| Employer contribution / active EE | $1,567 | $2,015-22.2% | $2,851-45.0% | $2,281-31.3% |
| Participant deferral / active EE | $702 | $2,588-72.9% | $3,517-80.0% | $3,203-78.1% |
| Admin fee / account holder | $4,859 | $3,207+51.5% | $4,510+7.7% | $4,296+13.1% |