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 | $50,908 | $214,378-76.3% | $200,582-74.6% | $142,382-64.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.26% | 46.41%-29.1pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,062 | $6,841-69.9% | $6,419-67.9% | $4,299-52.0% |
| Participant deferral / active EE | $2,062 | $9,865-79.1% | $9,331-77.9% | $6,507-68.3% |
| Admin fee / account holder | $521 | $17,692-97.1% | $16,305-96.8% | $12,624-95.9% |