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 | $163,494 | $180,449-9.4% | $154,107+6.1% | $135,375+20.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.48% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $10,087 | $6,035+67.1% | $5,298+90.4% | $4,779+111.1% |
| Participant deferral / active EE | $555 | $5,806-90.4% | $5,081-89.1% | $5,609-90.1% |
| Admin fee / account holder | $1,421 | $16,143-91.2% | $13,411-89.4% | $10,827-86.9% |