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 | $60,650 | $116,175-47.8% | $93,606-35.2% | $152,861-60.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.18% | 35.96%-10.8pp | 32.76%-7.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $990 | $3,218-69.3% | $2,718-63.6% | $4,762-79.2% |
| Participant deferral / active EE | $1,175 | $4,603-74.5% | $4,069-71.1% | $5,850-79.9% |
| Admin fee / account holder | $10,318 | $10,748-4.0% | $7,888+30.8% | $11,596-11.0% |