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 9-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 | $17,175 | $48,230-64.4% | $67,502-74.6% | $80,856-78.8% |
| Participation rate | 87.0% | 66.4%+20.6pp | 72.9%+14.1pp | 67.6%+19.3pp |
| Annual return | 10.91% | 18.28%-7.4pp | 3512.12%-3501.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $699 | $2,020-65.4% | $2,731-74.4% | $2,755-74.6% |
| Participant deferral / active EE | $157 | $2,924-94.6% | $4,000-96.1% | $4,296-96.3% |
| Admin fee / account holder | $1,025 | $3,681-72.2% | $3,998-74.4% | $6,918-85.2% |