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 | $26,983 | $57,354-53.0% | $83,848-67.8% | $64,186-58.0% |
| Participation rate | 84.6% | 68.6%+16.0pp | 76.1%+8.5pp | 69.6%+15.0pp |
| Annual return | -11.05% | 11.38%-22.4pp | 850.88%-861.9pp | 7.63%-18.7pp |
| Employer contribution / active EE | $9,501 | $2,545+273.3% | $3,631+161.7% | $2,381+299.0% |
| Participant deferral / active EE | $282 | $2,993-90.6% | $4,082-93.1% | $3,470-91.9% |
| Admin fee / account holder | $3,984 | $4,046-1.5% | $5,478-27.3% | $4,888-18.5% |