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 | $198,915 | $56,199+253.9% | $67,652+194.0% | $59,632+233.6% |
| Participation rate | 97.1% | 71.5%+25.7pp | 75.7%+21.5pp | 68.7%+28.5pp |
| Annual return | 3.23% | 18505.31%-18502.1pp | 6625.04%-6621.8pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $7,143 | $1,614+342.4% | $2,266+215.3% | $2,203+224.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $18,369 | $3,958+364.0% | $4,821+281.0% | $4,297+327.5% |