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 | $63,000 | $81,632-22.8% | $70,449-10.6% | $158,922-60.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.69% | 208.40%-197.7pp | 109.03%-98.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,840 | $3,217-11.7% | $2,737+3.8% | $4,761-40.4% |
| Participant deferral / active EE | $654 | $4,554-85.6% | $3,709-82.4% | $5,982-89.1% |
| Admin fee / account holder | $22,439 | $6,193+262.4% | $3,845+483.6% | $11,246+99.5% |