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 | $157,826 | $183,963-14.2% | $162,163-2.7% | $152,861+3.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.42% | 150.76%-130.3pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $23,075 | $6,371+262.2% | $5,614+311.1% | $4,762+384.5% |
| Participant deferral / active EE | $2,367 | $8,034-70.5% | $7,298-67.6% | $5,850-59.5% |
| Admin fee / account holder | $1,435 | $13,121-89.1% | $10,843-86.8% | $11,596-87.6% |