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 | $168,754 | $133,958+26.0% | $112,228+50.4% | $134,475+25.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.99% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $5,000 | $4,038+23.8% | $3,635+37.6% | $4,740+5.5% |
| Participant deferral / active EE | $1,300 | $5,291-75.4% | $4,728-72.5% | $6,400-79.7% |
| Admin fee / account holder | $35,977 | $7,489+380.4% | $6,410+461.3% | $11,426+214.9% |