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 | $122,575 | $105,859+15.8% | $90,160+36.0% | $147,584-16.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.72% | 37.63%-17.9pp | 34.88%-15.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,630 | $4,126-60.5% | $3,318-50.9% | $4,876-66.6% |
| Participant deferral / active EE | $1,632 | $5,733-71.5% | $5,288-69.1% | $5,439-70.0% |
| Admin fee / account holder | $4,167 | $8,046-48.2% | $5,943-29.9% | $10,885-61.7% |