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 7-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 | $197,365 | $138,044+43.0% | $125,339+57.5% | $134,475+46.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.99% | 750.33%-753.3pp | 572.05%-575.0pp | 417.96%-421.0pp |
| Employer contribution / active EE | $1,574 | $5,243-70.0% | $4,814-67.3% | $4,740-66.8% |
| Participant deferral / active EE | $308 | $7,799-96.1% | $7,446-95.9% | $6,400-95.2% |
| Admin fee / account holder | $2,392 | $11,571-79.3% | $10,010-76.1% | $11,426-79.1% |