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 | $73,873 | $67,331+9.7% | $60,874+21.4% | $134,475-45.1% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.1%+21.3pp | 81.2%+13.2pp |
| Annual return | -13.46% | 49.93%-63.4pp | 16.90%-30.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $9,954 | $3,096+221.5% | $2,701+268.5% | $4,740+110.0% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,927 | $4,582+138.5% | $3,224+238.9% | $11,426-4.4% |