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 | $83,988 | $180,449-53.5% | $154,107-45.5% | $135,375-38.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.76% | 888.09%-888.9pp | 735.12%-735.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $17,975 | $6,035+197.8% | $5,298+239.3% | $4,779+276.1% |
| Participant deferral / active EE | $83 | $5,806-98.6% | $5,081-98.4% | $5,609-98.5% |
| Admin fee / account holder | $143,467 | $16,143+788.7% | $13,411+969.8% | $10,827+1225.1% |