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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,946 | $84,402+3.0% | $61,373+41.7% | $134,475-35.3% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -9.98% | 584.55%-594.5pp | 338.61%-348.6pp | 417.96%-427.9pp |
| Employer contribution / active EE | $14,515 | $1,544+839.8% | $1,159+1151.9% | $4,740+206.2% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $661 | $2,585-74.4% | $2,130-68.9% | $11,426-94.2% |