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 | $50,280 | $190,805-73.6% | $159,960-68.6% | $134,475-62.6% |
| Participation rate | 95.7% | 81.9%+13.7pp | 78.0%+17.7pp | 81.2%+14.4pp |
| Annual return | -18.86% | 552.23%-571.1pp | 408.60%-427.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,393 | $4,995-72.1% | $4,226-67.0% | $4,740-70.6% |
| Participant deferral / active EE | $663 | $6,923-90.4% | $6,182-89.3% | $6,400-89.6% |
| Admin fee / account holder | $1,663 | $10,471-84.1% | $8,698-80.9% | $11,426-85.4% |