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 9-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 | $39,474 | $107,334-63.2% | $92,893-57.5% | $152,861-74.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.08% | 145.58%-128.5pp | 109.41%-92.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $5,510 | $4,221+30.5% | $3,653+50.8% | $4,762+15.7% |
| Participant deferral / active EE | $867 | $4,845-82.1% | $4,236-79.5% | $5,850-85.2% |
| Admin fee / account holder | $10,717 | $7,079+51.4% | $5,794+85.0% | $11,596-7.6% |