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 | $68,954 | $105,860-34.9% | $90,749-24.0% | $134,475-48.7% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.7%-5.7pp | 81.2%-11.2pp |
| Annual return | -25.53% | -11.01%-14.5pp | -12.16%-13.4pp | 417.96%-443.5pp |
| Employer contribution / active EE | $6,161 | $3,462+78.0% | $2,921+110.9% | $4,740+30.0% |
| Participant deferral / active EE | $668 | $5,216-87.2% | $4,564-85.4% | $6,400-89.6% |
| Admin fee / account holder | $3,357 | $13,938-75.9% | $8,445-60.2% | $11,426-70.6% |