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 | $221,574 | $131,829+68.1% | $108,579+104.1% | $273,961-19.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.50% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $20,614 | $4,912+319.6% | $3,758+448.5% | $4,869+323.4% |
| Participant deferral / active EE | $507 | $5,127-90.1% | $4,311-88.2% | $5,287-90.4% |
| Admin fee / account holder | $11,774 | $10,252+14.8% | $7,645+54.0% | $10,132+16.2% |