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 | $88,902 | $167,484-46.9% | $151,611-41.4% | $134,475-33.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.68% | 7.80%-17.5pp | 3.33%-13.0pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,975 | $6,829-56.4% | $6,166-51.7% | $4,740-37.2% |
| Participant deferral / active EE | $1,325 | $8,986-85.3% | $8,363-84.2% | $6,400-79.3% |
| Admin fee / account holder | $30,060 | $13,783+118.1% | $11,616+158.8% | $11,426+163.1% |