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 | $35,333 | $59,805-40.9% | $79,550-55.6% | $68,494-48.4% |
| Participation rate | 98.1% | 61.1%+37.1pp | 69.5%+28.7pp | 67.9%+30.3pp |
| Annual return | -13.95% | -12.30%-1.6pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,367 | $1,505+123.7% | $2,413+39.5% | $2,596+29.7% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $798 | $4,835-83.5% | $6,832-88.3% | $5,403-85.2% |