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 | $80,823 | $148,534-45.6% | $135,903-40.5% | $139,434-42.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.50% | 79.19%-63.7pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $6,472 | $5,243+23.4% | $4,856+33.3% | $4,751+36.2% |
| Participant deferral / active EE | $2,231 | $8,100-72.5% | $7,758-71.2% | $6,710-66.7% |
| Admin fee / account holder | $426 | $12,400-96.6% | $10,762-96.0% | $11,403-96.3% |