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 | $25,588 | $95,971-73.3% | $74,550-65.7% | $135,375-81.1% |
| Participation rate | 95.5% | 75.7%+19.8pp | 69.1%+26.3pp | 82.6%+12.8pp |
| Annual return | -8.60% | 56.96%-65.6pp | 32.53%-41.1pp | 519.73%-528.3pp |
| Employer contribution / active EE | $5,653 | $2,716+108.1% | $1,961+188.3% | $4,779+18.3% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,038 | $6,522-84.1% | $5,060-79.5% | $10,827-90.4% |