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 | $75,590 | $138,065-45.3% | $123,544-38.8% | $135,375-44.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.01% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $11,789 | $5,151+128.9% | $4,628+154.7% | $4,779+146.7% |
| Participant deferral / active EE | $1,200 | $6,799-82.4% | $6,426-81.3% | $5,609-78.6% |
| Admin fee / account holder | $1,050 | $10,916-90.4% | $9,284-88.7% | $10,827-90.3% |