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 | $41,942 | $99,640-57.9% | $86,436-51.5% | $134,475-68.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.18% | 6782.58%-6794.8pp | 4394.89%-4407.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,807 | $4,400-13.5% | $3,769+1.0% | $4,740-19.7% |
| Participant deferral / active EE | $1,672 | $7,246-76.9% | $6,952-76.0% | $6,400-73.9% |
| Admin fee / account holder | $2,271 | $8,371-72.9% | $6,731-66.3% | $11,426-80.1% |