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 | $34,860 | $165,984-79.0% | $164,813-78.8% | $145,922-76.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.96% | 100.03%-92.1pp | 69.93%-62.0pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,577 | $5,273-70.1% | $4,341-63.7% | $4,660-66.2% |
| Participant deferral / active EE | $1,237 | $6,959-82.2% | $6,031-79.5% | $6,688-81.5% |
| Admin fee / account holder | $11,140 | $16,648-33.1% | $12,690-12.2% | $13,397-16.8% |