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 | $69,408 | $72,400-4.1% | $67,502+2.8% | $145,922-52.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.12% | 7182.46%-7172.3pp | 3512.12%-3502.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,357 | $3,069-23.2% | $2,731-13.7% | $4,660-49.4% |
| Participant deferral / active EE | $753 | $4,783-84.3% | $4,000-81.2% | $6,688-88.7% |
| Admin fee / account holder | $20,459 | $5,539+269.4% | $3,998+411.8% | $13,397+52.7% |