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 | $45,416 | $183,963-75.3% | $162,163-72.0% | $152,861-70.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.67% | 150.76%-128.1pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,971 | $6,371-53.4% | $5,614-47.1% | $4,762-37.6% |
| Participant deferral / active EE | $1,394 | $8,034-82.6% | $7,298-80.9% | $5,850-76.2% |
| Admin fee / account holder | $374 | $13,121-97.1% | $10,843-96.6% | $11,596-96.8% |