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 | $118,705 | $133,958-11.4% | $112,228+5.8% | $134,475-11.7% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -15.05% | 47.11%-62.2pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $9,479 | $4,038+134.7% | $3,635+160.8% | $4,740+100.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,092 | $7,489-58.7% | $6,410-51.8% | $11,426-72.9% |