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 | $29,275 | $99,640-70.6% | $86,436-66.1% | $134,475-78.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.18% | 6782.58%-6801.8pp | 4394.89%-4414.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,783 | $4,400-14.0% | $3,769+0.4% | $4,740-20.2% |
| Participant deferral / active EE | $1,802 | $7,246-75.1% | $6,952-74.1% | $6,400-71.8% |
| Admin fee / account holder | $881 | $8,371-89.5% | $6,731-86.9% | $11,426-92.3% |