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 | $24,669 | $73,933-66.6% | $96,683-74.5% | $75,163-67.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 6.50% | 26.70%-20.2pp | 35.69%-29.2pp | 160.62%-154.1pp |
| Employer contribution / active EE | $1,755 | $2,928-40.1% | $3,737-53.0% | $2,670-34.3% |
| Participant deferral / active EE | $1,202 | $3,659-67.2% | $4,878-75.4% | $4,125-70.9% |
| Admin fee / account holder | $5,019 | $5,216-3.8% | $6,730-25.4% | $5,651-11.2% |