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 | $31,608 | $138,044-77.1% | $125,339-74.8% | $134,475-76.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -8.11% | 750.33%-758.4pp | 572.05%-580.2pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,526 | $5,243-70.9% | $4,814-68.3% | $4,740-67.8% |
| Participant deferral / active EE | $1,039 | $7,799-86.7% | $7,446-86.0% | $6,400-83.8% |
| Admin fee / account holder | $10,906 | $11,571-5.7% | $10,010+9.0% | $11,426-4.5% |