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 | $189,902 | $180,449+5.2% | $154,107+23.2% | $135,375+40.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.57% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,914 | $6,035-68.3% | $5,298-63.9% | $4,779-59.9% |
| Participant deferral / active EE | $526 | $5,806-90.9% | $5,081-89.6% | $5,609-90.6% |
| Admin fee / account holder | $2,050 | $16,143-87.3% | $13,411-84.7% | $10,827-81.1% |