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 | $160,933 | $106,890+50.6% | $84,015+91.6% | $152,861+5.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.77% | 104.99%-83.2pp | 71.31%-49.5pp | 345.32%-323.5pp |
| Employer contribution / active EE | $5,997 | $2,734+119.3% | $1,983+202.4% | $4,762+25.9% |
| Participant deferral / active EE | $707 | $4,011-82.4% | $3,239-78.2% | $5,850-87.9% |
| Admin fee / account holder | $3,541 | $8,285-57.3% | $6,101-42.0% | $11,596-69.5% |