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 | $95,150 | $118,680-19.8% | $98,907-3.8% | $158,922-40.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.27% | 372.35%-363.1pp | 196.43%-187.2pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,943 | $3,333-41.7% | $2,689-27.8% | $4,761-59.2% |
| Participant deferral / active EE | $1,028 | $5,088-79.8% | $4,244-75.8% | $5,982-82.8% |
| Admin fee / account holder | $28,913 | $10,131+185.4% | $6,642+335.3% | $11,246+157.1% |