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 | $26,119 | $74,888-65.1% | $71,209-63.3% | $142,382-81.7% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 12.62% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,099 | $2,854-26.4% | $2,721-22.8% | $4,299-51.2% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $38,491 | $5,568+591.2% | $5,349+619.6% | $12,624+204.9% |