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 | $110,886 | $209,832-47.2% | $189,513-41.5% | $167,490-33.8% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 15.52% | 748.27%-732.7pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,846 | $6,914-58.8% | $6,162-53.8% | $4,837-41.2% |
| Participant deferral / active EE | $3,222 | $8,935-63.9% | $8,221-60.8% | $6,341-49.2% |
| Admin fee / account holder | $1,186 | $14,293-91.7% | $12,045-90.2% | $12,309-90.4% |