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 | $163,623 | $142,344+14.9% | $119,609+36.8% | $134,475+21.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.27% | -12.44%+1.2pp | -14.97%+3.7pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,736 | $5,222-47.6% | $4,232-35.3% | $4,740-42.3% |
| Participant deferral / active EE | $1,865 | $6,469-71.2% | $5,602-66.7% | $6,400-70.9% |
| Admin fee / account holder | $34,110 | $13,584+151.1% | $10,323+230.4% | $11,426+198.5% |