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 | $37,352 | $116,175-67.8% | $93,606-60.1% | $152,861-75.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.30% | 35.96%-15.7pp | 32.76%-12.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $6,858 | $3,218+113.1% | $2,718+152.3% | $4,762+44.0% |
| Participant deferral / active EE | $620 | $4,603-86.5% | $4,069-84.8% | $5,850-89.4% |
| Admin fee / account holder | $12,980 | $10,748+20.8% | $7,888+64.6% | $11,596+11.9% |