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 | $91,692 | $201,272-54.4% | $184,203-50.2% | $145,922-37.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.59% | 29.00%-22.4pp | 28.81%-22.2pp | 561.29%-554.7pp |
| Employer contribution / active EE | $3,026 | $7,022-56.9% | $6,427-52.9% | $4,660-35.1% |
| Participant deferral / active EE | $869 | $9,806-91.1% | $9,131-90.5% | $6,688-87.0% |
| Admin fee / account holder | $62,714 | $16,364+283.3% | $13,901+351.2% | $13,397+368.1% |