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 | $44,354 | $109,817-59.6% | $98,442-54.9% | $167,490-73.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 18.19% | 1956.69%-1938.5pp | 1492.73%-1474.5pp | 478.56%-460.4pp |
| Employer contribution / active EE | $872 | $3,224-72.9% | $2,960-70.5% | $4,837-82.0% |
| Participant deferral / active EE | $244 | $4,673-94.8% | $4,276-94.3% | $6,341-96.1% |
| Admin fee / account holder | $764 | $6,753-88.7% | $5,949-87.2% | $12,309-93.8% |