See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $56,265 | $84,527-33.4% | $67,711-16.9% | $125,391-55.1% |
| Participation rate | 94.1% | 74.8%+19.3pp | 67.5%+26.6pp | 83.2%+10.9pp |
| Annual return | -0.10% | 2.57%-2.7pp | 25.41%-25.5pp | 282.22%-282.3pp |
| Employer contribution / active EE | $3,994 | $3,292+21.3% | $2,559+56.1% | $4,866-17.9% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,284 | $5,340+17.7% | $4,255+47.7% | $9,540-34.1% |