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 | $12,789 | $82,286-84.5% | $68,791-81.4% | $134,475-90.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -18.27% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,173 | $3,301-34.2% | $2,655-18.2% | $4,740-54.2% |
| Participant deferral / active EE | $371 | $4,739-92.2% | $3,941-90.6% | $6,400-94.2% |
| Admin fee / account holder | $1,301 | $6,481-79.9% | $4,932-73.6% | $11,426-88.6% |