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 | $18,570 | $60,124-69.1% | $90,404-79.5% | $79,858-76.7% |
| Participation rate | 95.5% | 65.0%+30.5pp | 72.7%+22.8pp | 69.6%+25.9pp |
| Annual return | -1.79% | 71.94%-73.7pp | 1293.02%-1294.8pp | 31.71%-33.5pp |
| Employer contribution / active EE | $593 | $2,068-71.3% | $3,262-81.8% | $2,471-76.0% |
| Participant deferral / active EE | $487 | $2,938-83.4% | $3,963-87.7% | $3,740-87.0% |
| Admin fee / account holder | $2,155 | $3,976-45.8% | $5,611-61.6% | $5,306-59.4% |