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 6-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 | $31,617 | $105,181-69.9% | $159,436-80.2% | $85,850-63.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.1pp | 69.3%+28.6pp |
| Annual return | 75.48% | 45.07%+30.4pp | 263.57%-188.1pp | 318.53%-243.1pp |
| Employer contribution / active EE | $1,747 | $3,318-47.4% | $4,829-63.8% | $2,565-31.9% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $442 | $6,933-93.6% | $10,799-95.9% | $6,260-92.9% |