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 | $111,379 | $50,666+119.8% | $76,817+45.0% | $65,185+70.9% |
| Participation rate | 87.6% | 68.8%+18.8pp | 72.1%+15.5pp | 70.2%+17.4pp |
| Annual return | 21.21% | 28.51%-7.3pp | 1166.11%-1144.9pp | 29.38%-8.2pp |
| Employer contribution / active EE | $4,072 | $1,575+158.5% | $2,302+76.9% | $2,177+87.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5,091 | $463+999.8% | $6,420-20.7% | $847+501.1% |