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 8-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 | $21,022 | $63,764-67.0% | $81,930-74.3% | $79,858-73.7% |
| Participation rate | 81.6% | 67.5%+14.1pp | 72.0%+9.6pp | 69.6%+11.9pp |
| Annual return | 3464.97% | 22.66%+3442.3pp | 29.49%+3435.5pp | 31.71%+3433.3pp |
| Employer contribution / active EE | $1,740 | $1,795-3.1% | $4,310-59.6% | $2,471-29.6% |
| Participant deferral / active EE | $602 | $2,780-78.3% | $7,107-91.5% | $3,740-83.9% |
| Admin fee / account holder | $1,992 | $4,426-55.0% | $5,158-61.4% | $5,306-62.5% |