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 | $127,155 | $144,119-11.8% | $117,854+7.9% | $147,584-13.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.57% | 531.15%-518.6pp | 335.08%-322.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,378 | $4,896-71.9% | $3,786-63.6% | $4,876-71.7% |
| Participant deferral / active EE | $837 | $5,316-84.3% | $4,482-81.3% | $5,439-84.6% |
| Admin fee / account holder | $4,892 | $10,886-55.1% | $8,020-39.0% | $10,885-55.1% |