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 | $230,847 | $137,414+68.0% | $189,513+21.8% | $85,850+168.9% |
| Participation rate | 98.2% | 84.6%+13.6pp | 87.8%+10.4pp | 69.3%+28.9pp |
| Annual return | 18.60% | 38.14%-19.5pp | 555.15%-536.5pp | 318.53%-299.9pp |
| Employer contribution / active EE | $16,029 | $4,344+269.0% | $6,162+160.2% | $2,565+524.9% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $423 | $8,630-95.1% | $12,045-96.5% | $6,260-93.2% |