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 8-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 | $126,199 | $209,832-39.9% | $189,513-33.4% | $167,490-24.7% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 11.04% | 748.27%-737.2pp | 555.15%-544.1pp | 478.56%-467.5pp |
| Employer contribution / active EE | $4,284 | $6,914-38.0% | $6,162-30.5% | $4,837-11.4% |
| Participant deferral / active EE | $2,923 | $8,935-67.3% | $8,221-64.4% | $6,341-53.9% |
| Admin fee / account holder | $7,073 | $14,293-50.5% | $12,045-41.3% | $12,309-42.5% |