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 | $20,925 | $96,305-78.3% | $80,569-74.0% | $139,434-85.0% |
| Participation rate | 95.8% | 73.6%+22.2pp | 67.0%+28.8pp | 80.3%+15.5pp |
| Annual return | 16.97% | 1350.08%-1333.1pp | 935.43%-918.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $765 | $5,232-85.4% | $4,447-82.8% | $6,710-88.6% |
| Admin fee / account holder | $558 | $6,599-91.5% | $5,377-89.6% | $11,403-95.1% |