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 | $79,619 | $124,185-35.9% | $108,410-26.6% | $167,490-52.5% |
| Participation rate | 78.3% | 82.3%-4.0pp | 80.1%-1.9pp | 82.1%-3.8pp |
| Annual return | 16.65% | 1379.64%-1363.0pp | 905.27%-888.6pp | 478.56%-461.9pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,581 | $6,908-77.1% | $6,563-75.9% | $6,341-75.1% |
| Admin fee / account holder | $1,396 | $9,455-85.2% | $7,295-80.9% | $12,309-88.7% |