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 | $46,009 | $167,484-72.5% | $151,611-69.7% | $134,475-65.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.54% | 7.80%-22.3pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,635 | $6,829-76.1% | $6,166-73.5% | $4,740-65.5% |
| Participant deferral / active EE | $2,758 | $8,986-69.3% | $8,363-67.0% | $6,400-56.9% |
| Admin fee / account holder | $7,550 | $13,783-45.2% | $11,616-35.0% | $11,426-33.9% |