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 | $137,934 | $77,145+78.8% | $108,410+27.2% | $85,850+60.7% |
| Participation rate | 83.3% | 74.7%+8.7pp | 80.1%+3.2pp | 69.3%+14.0pp |
| Annual return | 21.68% | 44.54%-22.9pp | 905.27%-883.6pp | 318.53%-296.9pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,135 | $5,566-61.6% | $6,563-67.5% | $3,952-46.0% |
| Admin fee / account holder | $26,883 | $5,172+419.8% | $7,295+268.5% | $6,260+329.4% |