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 | $85,311 | $53,162+60.5% | $91,220-6.5% | $68,494+24.6% |
| Participation rate | 90.0% | 63.2%+26.8pp | 73.2%+16.8pp | 67.9%+22.1pp |
| Annual return | -15.91% | -3.14%-12.8pp | 114.01%-129.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,333 | $1,709+95.0% | $2,850+17.0% | $2,596+28.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $834 | $4,493-81.4% | $5,420-84.6% | $5,403-84.6% |