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 6-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 | $66,355 | $168,632-60.7% | $147,614-55.0% | $125,391-47.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.01% | 77.65%-79.7pp | 61.98%-64.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,819 | $6,252-70.9% | $5,564-67.3% | $4,866-62.6% |
| Participant deferral / active EE | $1,583 | $5,507-71.3% | $4,895-67.7% | $5,352-70.4% |
| Admin fee / account holder | $1,957 | $13,580-85.6% | $11,611-83.1% | $9,540-79.5% |