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 | $21,605 | $138,044-84.3% | $125,339-82.8% | $134,475-83.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.62% | 750.33%-773.9pp | 572.05%-595.7pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,792 | $5,243-65.8% | $4,814-62.8% | $4,740-62.2% |
| Participant deferral / active EE | $2,240 | $7,799-71.3% | $7,446-69.9% | $6,400-65.0% |
| Admin fee / account holder | $897 | $11,571-92.3% | $10,010-91.0% | $11,426-92.2% |