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 5-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 | $31,102 | $217,402-85.7% | $185,823-83.3% | $167,490-81.4% |
| Participation rate | 78.6% | 86.0%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,705 | $6,356-73.2% | $5,568-69.4% | $6,341-73.1% |
| Admin fee / account holder | $75,208 | $19,811+279.6% | $16,237+363.2% | $12,309+511.0% |