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 | $98,811 | $160,055-38.3% | $140,016-29.4% | $135,375-27.0% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.5%-8.5pp | 82.6%-3.7pp |
| Annual return | -4.64% | 911.38%-916.0pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $5,084 | $6,420-20.8% | $5,606-9.3% | $4,779+6.4% |
| Participant deferral / active EE | $1,486 | $7,642-80.6% | $6,927-78.5% | $5,609-73.5% |
| Admin fee / account holder | $28,620 | $13,328+114.7% | $10,705+167.3% | $10,827+164.3% |