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 | $22,289 | $127,100-82.5% | $105,738-78.9% | $135,375-83.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -13.92% | 4.49%-18.4pp | 6.27%-20.2pp | 519.73%-533.7pp |
| Employer contribution / active EE | $1,379 | $4,107-66.4% | $3,268-57.8% | $4,779-71.2% |
| Participant deferral / active EE | $1,263 | $5,064-75.1% | $4,080-69.1% | $5,609-77.5% |
| Admin fee / account holder | $54,068 | $9,087+495.0% | $6,913+682.1% | $10,827+399.4% |