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 | $163,590 | $183,519-10.9% | $155,509+5.2% | $145,922+12.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.99% | 61.17%-36.2pp | 64.67%-39.7pp | 561.29%-536.3pp |
| Employer contribution / active EE | $11,620 | $5,313+118.7% | $4,672+148.7% | $4,660+149.4% |
| Participant deferral / active EE | $408 | $6,462-93.7% | $5,626-92.7% | $6,688-93.9% |
| Admin fee / account holder | $1,485 | $19,313-92.3% | $15,912-90.7% | $13,397-88.9% |