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 | $82,806 | $111,754-25.9% | $103,333-19.9% | $145,922-43.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.66% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,000 | $4,212+18.7% | $3,868+29.3% | $4,660+7.3% |
| Participant deferral / active EE | $1,300 | $5,619-76.9% | $5,057-74.3% | $6,688-80.6% |
| Admin fee / account holder | $136,623 | $9,750+1301.2% | $8,355+1535.3% | $13,397+919.8% |