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 | $98,182 | $202,318-51.5% | $172,739-43.2% | $152,861-35.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.19% | 1029.65%-1009.5pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $6,533 | $5,856+11.6% | $5,143+27.0% | $4,762+37.2% |
| Participant deferral / active EE | $1,868 | $5,948-68.6% | $5,198-64.1% | $5,850-68.1% |
| Admin fee / account holder | $8,046 | $17,109-53.0% | $13,954-42.3% | $11,596-30.6% |