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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,099 | $56,114-80.2% | $96,139-88.5% | $85,850-87.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 12.33% | 42.30%-30.0pp | 191.94%-179.6pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,847 | $1,620+14.1% | $2,797-33.9% | $2,565-28.0% |
| Participant deferral / active EE | $321 | $2,859-88.8% | $4,349-92.6% | $3,952-91.9% |
| Admin fee / account holder | $3,098 | $3,768-17.8% | $5,537-44.1% | $6,260-50.5% |