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 | $203,991 | $160,055+27.5% | $140,016+45.7% | $135,375+50.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.67% | 911.38%-920.1pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $11,350 | $6,420+76.8% | $5,606+102.5% | $4,779+137.5% |
| Participant deferral / active EE | $567 | $7,642-92.6% | $6,927-91.8% | $5,609-89.9% |
| Admin fee / account holder | $13,913 | $13,328+4.4% | $10,705+30.0% | $10,827+28.5% |