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 | $44,385 | $167,484-73.5% | $151,611-70.7% | $134,475-67.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.07% | 7.80%-18.9pp | 3.33%-14.4pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,925 | $6,829-57.2% | $6,166-52.6% | $4,740-38.3% |
| Participant deferral / active EE | $1,828 | $8,986-79.7% | $8,363-78.1% | $6,400-71.4% |
| Admin fee / account holder | $4,428 | $13,783-67.9% | $11,616-61.9% | $11,426-61.2% |