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 7-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 | $20,072 | $210,648-90.5% | $177,989-88.7% | $145,922-86.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.47% | 385.86%-373.4pp | 294.48%-282.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,038 | $4,565-77.3% | $3,949-73.7% | $4,660-77.7% |
| Participant deferral / active EE | $1,165 | $6,958-83.3% | $6,276-81.4% | $6,688-82.6% |
| Admin fee / account holder | $1,421 | $12,013-88.2% | $10,363-86.3% | $13,397-89.4% |