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 | $164,752 | $150,440+9.5% | $136,294+20.9% | $147,584+11.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 12.88% | 1049.08%-1036.2pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $7,176 | $5,256+36.5% | $4,695+52.8% | $4,876+47.2% |
| Participant deferral / active EE | $1,924 | $6,630-71.0% | $6,247-69.2% | $5,439-64.6% |
| Admin fee / account holder | $3,669 | $10,905-66.4% | $9,243-60.3% | $10,885-66.3% |