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 | $57,262 | $180,449-68.3% | $154,107-62.8% | $135,375-57.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.23% | 888.09%-889.3pp | 735.12%-736.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $5,461 | $6,035-9.5% | $5,298+3.1% | $4,779+14.3% |
| Participant deferral / active EE | $1,542 | $5,806-73.4% | $5,081-69.7% | $5,609-72.5% |
| Admin fee / account holder | $154,579 | $16,143+857.6% | $13,411+1052.6% | $10,827+1327.7% |