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 | $149,256 | $185,822-19.7% | $169,993-12.2% | $139,434+7.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 99.02% | 60.50%+38.5pp | 53.37%+45.6pp | 372.94%-273.9pp |
| Employer contribution / active EE | $1,624 | $7,590-78.6% | $6,785-76.1% | $4,751-65.8% |
| Participant deferral / active EE | $2,191 | $11,622-81.2% | $10,408-79.0% | $6,710-67.4% |
| Admin fee / account holder | $2,134 | $15,381-86.1% | $12,815-83.3% | $11,403-81.3% |