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 | $212,271 | $92,703+129.0% | $82,719+156.6% | $134,475+57.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.06% | 944.92%-950.0pp | 701.18%-706.2pp | 417.96%-423.0pp |
| Employer contribution / active EE | $12,797 | $3,274+290.9% | $3,009+325.3% | $4,740+170.0% |
| Participant deferral / active EE | $600 | $4,802-87.5% | $4,395-86.3% | $6,400-90.6% |
| Admin fee / account holder | $14,416 | $5,983+141.0% | $5,329+170.5% | $11,426+26.2% |