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 | $137,168 | $45,152+203.8% | $73,843+85.8% | $59,632+130.0% |
| Participation rate | 98.3% | 64.0%+34.3pp | 73.4%+24.9pp | 68.7%+29.7pp |
| Annual return | -1.05% | 27.40%-28.5pp | 2267.84%-2268.9pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $7,070 | $1,902+271.8% | $2,787+153.6% | $2,203+221.0% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,395 | $3,516+167.2% | $4,880+92.5% | $4,297+118.6% |