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 | $27,690 | $58,828-52.9% | $77,999-64.5% | $62,891-56.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 33.46% | 17.16%+16.3pp | 425.96%-392.5pp | 20.14%+13.3pp |
| Employer contribution / active EE | $4,079 | $1,672+144.0% | $2,470+65.1% | $2,281+78.8% |
| Participant deferral / active EE | $786 | $2,686-70.7% | $3,497-77.5% | $3,203-75.5% |
| Admin fee / account holder | $479 | $4,393-89.1% | $5,480-91.3% | $4,296-88.9% |