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 | $9,689 | $82,286-88.2% | $68,791-85.9% | $134,475-92.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.69% | -2.19%-13.5pp | -6.38%-9.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,097 | $3,301-66.8% | $2,655-58.7% | $4,740-76.9% |
| Participant deferral / active EE | $488 | $4,739-89.7% | $3,941-87.6% | $6,400-92.4% |
| Admin fee / account holder | $1,353 | $6,481-79.1% | $4,932-72.6% | $11,426-88.2% |