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 4-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 | $27,392 | $99,020-72.3% | $86,590-68.4% | $147,584-81.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.71% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,365 | $3,132-24.5% | $2,839-16.7% | $4,876-51.5% |
| Participant deferral / active EE | $102 | $3,972-97.4% | $3,609-97.2% | $5,439-98.1% |
| Admin fee / account holder | $1,082 | $5,710-81.1% | $4,906-77.9% | $10,885-90.1% |