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 | $36,243 | $99,921-63.7% | $85,009-57.4% | $145,959-75.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.42% | 83.89%-66.5pp | 66.47%-49.1pp | 561.95%-544.5pp |
| Employer contribution / active EE | $2,571 | $3,233-20.5% | $2,728-5.8% | $4,661-44.8% |
| Participant deferral / active EE | $819 | $5,293-84.5% | $4,522-81.9% | $6,689-87.8% |
| Admin fee / account holder | $11,682 | $7,252+61.1% | $6,153+89.9% | $13,398-12.8% |