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 | $55,114 | $85,766-35.7% | $136,294-59.6% | $70,131-21.4% |
| Participation rate | 98.9% | 74.2%+24.7pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 35.61% | 31.45%+4.2pp | 5155.94%-5120.3pp | 73.14%-37.5pp |
| Employer contribution / active EE | $3,868 | $2,966+30.4% | $4,695-17.6% | $2,342+65.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $747 | $5,420-86.2% | $9,243-91.9% | $4,645-83.9% |