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 | $112,364 | $71,883+56.3% | $86,677+29.6% | $68,494+64.0% |
| Participation rate | 72.4% | 72.2%+0.2pp | 76.6%-4.2pp | 67.9%+4.5pp |
| Annual return | -13.01% | 3.52%-16.5pp | 35.91%-48.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,232 | $2,173-43.3% | $2,836-56.6% | $2,596-52.5% |
| Participant deferral / active EE | $1,652 | $3,779-56.3% | $4,656-64.5% | $4,027-59.0% |
| Admin fee / account holder | $4,366 | $6,112-28.6% | $7,493-41.7% | $5,403-19.2% |