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 | $17,016 | $127,264-86.6% | $109,895-84.5% | $167,490-89.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -21.62% | 22.97%-44.6pp | 29.45%-51.1pp | 478.56%-500.2pp |
| Employer contribution / active EE | $5,475 | $3,322+64.8% | $2,842+92.6% | $4,837+13.2% |
| Participant deferral / active EE | $78 | $4,514-98.3% | $4,048-98.1% | $6,341-98.8% |
| Admin fee / account holder | $368 | $7,114-94.8% | $6,066-93.9% | $12,309-97.0% |