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 | $40,738 | $159,602-74.5% | $150,045-72.8% | $142,382-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.65% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,032 | $4,961-59.0% | $4,693-56.7% | $4,299-52.7% |
| Participant deferral / active EE | $2,167 | $8,310-73.9% | $7,997-72.9% | $6,507-66.7% |
| Admin fee / account holder | $8,692 | $14,846-41.5% | $13,435-35.3% | $12,624-31.1% |