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 4-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 | $41,662 | $100,773-58.7% | $88,946-53.2% | $142,382-70.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.99% | 70.18%-62.2pp | 57.82%-49.8pp | 217.08%-209.1pp |
| Employer contribution / active EE | $593 | $2,918-79.7% | $2,555-76.8% | $4,299-86.2% |
| Participant deferral / active EE | $260 | $5,230-95.0% | $4,581-94.3% | $6,507-96.0% |
| Admin fee / account holder | $579 | $9,693-94.0% | $8,261-93.0% | $12,624-95.4% |