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 | $71,251 | $165,984-57.1% | $164,813-56.8% | $145,922-51.2% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 9.22% | 100.03%-90.8pp | 69.93%-60.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $5,653 | $5,273+7.2% | $4,341+30.2% | $4,660+21.3% |
| Participant deferral / active EE | $1,985 | $6,959-71.5% | $6,031-67.1% | $6,688-70.3% |
| Admin fee / account holder | $599 | $16,648-96.4% | $12,690-95.3% | $13,397-95.5% |