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 | $164,469 | $82,032+100.5% | $123,104+33.6% | $59,632+175.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.23% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $10,021 | $3,297+204.0% | $5,151+94.5% | $2,203+355.0% |
| Participant deferral / active EE | $2,095 | $4,667-55.1% | $6,230-66.4% | $3,192-34.4% |
| Admin fee / account holder | $11,658 | $5,881+98.2% | $9,015+29.3% | $4,297+171.3% |