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 | $199,138 | $160,055+24.4% | $140,016+42.2% | $135,375+47.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -5.82% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,375 | $6,420-78.6% | $5,606-75.5% | $4,779-71.2% |
| Participant deferral / active EE | $1,872 | $7,642-75.5% | $6,927-73.0% | $5,609-66.6% |
| Admin fee / account holder | $18,839 | $13,328+41.4% | $10,705+76.0% | $10,827+74.0% |