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 | $45,042 | $144,119-68.7% | $117,854-61.8% | $147,584-69.5% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 21.69% | 531.15%-509.5pp | 335.08%-313.4pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,159 | $4,896-76.3% | $3,786-69.4% | $4,876-76.2% |
| Participant deferral / active EE | $1,005 | $5,316-81.1% | $4,482-77.6% | $5,439-81.5% |
| Admin fee / account holder | $1,128 | $10,886-89.6% | $8,020-85.9% | $10,885-89.6% |