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 3-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 | $24,524 | $105,860-76.8% | $90,749-73.0% | $134,475-81.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -11.35% | -11.01%-0.3pp | -12.16%+0.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $10,175 | $3,462+193.9% | $2,921+248.4% | $4,740+114.7% |
| Participant deferral / active EE | $901 | $5,216-82.7% | $4,564-80.3% | $6,400-85.9% |
| Admin fee / account holder | $12,602 | $13,938-9.6% | $8,445+49.2% | $11,426+10.3% |