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 | $106,317 | $90,600+17.3% | $79,464+33.8% | $135,375-21.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.47% | 977.43%-977.9pp | 718.14%-718.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $7,197 | $3,068+134.6% | $2,800+157.0% | $4,779+50.6% |
| Participant deferral / active EE | $105 | $4,050-97.4% | $3,704-97.2% | $5,609-98.1% |
| Admin fee / account holder | $42,186 | $5,907+614.2% | $5,113+725.1% | $10,827+289.6% |