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 | $17,172 | $99,640-82.8% | $86,436-80.1% | $134,475-87.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.84% | 6782.58%-6802.4pp | 4394.89%-4414.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,122 | $4,400-74.5% | $3,769-70.2% | $4,740-76.3% |
| Participant deferral / active EE | $1,553 | $7,246-78.6% | $6,952-77.7% | $6,400-75.7% |
| Admin fee / account holder | $666 | $8,371-92.0% | $6,731-90.1% | $11,426-94.2% |