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 | $27,337 | $63,346-56.8% | $92,233-70.4% | $70,131-61.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 26.41% | 530.12%-503.7pp | 176.28%-149.9pp | 73.14%-46.7pp |
| Employer contribution / active EE | $5,843 | $2,471+136.5% | $3,679+58.8% | $2,342+149.4% |
| Participant deferral / active EE | $700 | $2,854-75.5% | $3,897-82.0% | $3,332-79.0% |
| Admin fee / account holder | $2,636 | $3,840-31.4% | $5,194-49.2% | $4,645-43.3% |