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 | $31,138 | $160,055-80.5% | $140,016-77.8% | $135,375-77.0% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -5.60% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,391 | $6,420-78.3% | $5,606-75.2% | $4,779-70.9% |
| Participant deferral / active EE | $2,180 | $7,642-71.5% | $6,927-68.5% | $5,609-61.1% |
| Admin fee / account holder | $1,796 | $13,328-86.5% | $10,705-83.2% | $10,827-83.4% |