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 | $41,666 | $159,901-73.9% | $146,958-71.6% | $145,922-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.76% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,582 | $5,286-70.1% | $4,933-67.9% | $4,660-66.0% |
| Participant deferral / active EE | $1,993 | $8,428-76.3% | $8,070-75.3% | $6,688-70.2% |
| Admin fee / account holder | $495 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |