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 | $231,149 | $171,865+34.5% | $149,718+54.4% | $147,584+56.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.25% | 2113.22%-2102.0pp | 1501.63%-1490.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $6,274 | $6,2750% | $5,445+15.2% | $4,876+28.7% |
| Participant deferral / active EE | $343 | $7,271-95.3% | $6,569-94.8% | $5,439-93.7% |
| Admin fee / account holder | $11,096 | $13,799-19.6% | $11,283-1.7% | $10,885+1.9% |