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 | $60,467 | $133,958-54.9% | $112,228-46.1% | $134,475-55.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.78% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $6,788 | $4,038+68.1% | $3,635+86.8% | $4,740+43.2% |
| Participant deferral / active EE | $1,100 | $5,291-79.2% | $4,728-76.7% | $6,400-82.8% |
| Admin fee / account holder | $352 | $7,489-95.3% | $6,410-94.5% | $11,426-96.9% |