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 | $12,843 | $39,798-67.7% | $67,711-81.0% | $59,632-78.5% |
| Participation rate | 86.0% | 57.4%+28.7pp | 67.5%+18.5pp | 68.7%+17.4pp |
| Annual return | -1.10% | 89.94%-91.0pp | 25.41%-26.5pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,332 | $1,393-4.4% | $2,559-47.9% | $2,203-39.5% |
| Participant deferral / active EE | $677 | $2,335-71.0% | $3,585-81.1% | $3,192-78.8% |
| Admin fee / account holder | $1,108 | $3,212-65.5% | $4,255-73.9% | $4,297-74.2% |