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 | $38,446 | $190,805-79.9% | $159,960-76.0% | $134,475-71.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.95% | 552.23%-559.2pp | 408.60%-415.6pp | 417.96%-424.9pp |
| Employer contribution / active EE | $980 | $4,995-80.4% | $4,226-76.8% | $4,740-79.3% |
| Participant deferral / active EE | $529 | $6,923-92.4% | $6,182-91.4% | $6,400-91.7% |
| Admin fee / account holder | $870 | $10,471-91.7% | $8,698-90.0% | $11,426-92.4% |