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 | $15,049 | $102,966-85.4% | $90,281-83.3% | $152,861-90.2% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 5.50% | 95.16%-89.7pp | 78.10%-72.6pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,735 | $3,139-12.9% | $2,854-4.2% | $4,762-42.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,327 | $6,171-29.9% | $5,351-19.1% | $11,596-62.7% |