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 | $94,464 | $217,402-56.5% | $185,823-49.2% | $167,490-43.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.55% | 148.36%-124.8pp | 122.05%-98.5pp | 478.56%-455.0pp |
| Employer contribution / active EE | $4,441 | $5,873-24.4% | $5,167-14.0% | $4,837-8.2% |
| Participant deferral / active EE | $2,060 | $6,356-67.6% | $5,568-63.0% | $6,341-67.5% |
| Admin fee / account holder | $4,836 | $19,811-75.6% | $16,237-70.2% | $12,309-60.7% |