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 | $34,842 | $202,318-82.8% | $172,739-79.8% | $152,861-77.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.60% | 1029.65%-1011.1pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,818 | $5,856-69.0% | $5,143-64.6% | $4,762-61.8% |
| Participant deferral / active EE | $378 | $5,948-93.6% | $5,198-92.7% | $5,850-93.5% |
| Admin fee / account holder | $344 | $17,109-98.0% | $13,954-97.5% | $11,596-97.0% |