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 | $44,537 | $99,079-55.0% | $77,999-42.9% | $273,961-83.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 24.37% | 217.93%-193.6pp | 425.96%-401.6pp | 41.45%-17.1pp |
| Employer contribution / active EE | $2,303 | $3,308-30.4% | $2,470-6.8% | $4,869-52.7% |
| Participant deferral / active EE | $633 | $4,306-85.3% | $3,497-81.9% | $5,287-88.0% |
| Admin fee / account holder | $627 | $8,954-93.0% | $5,480-88.6% | $10,132-93.8% |