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 4-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 | $88,330 | $148,534-40.5% | $135,903-35.0% | $139,434-36.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.15% | 79.19%-61.0pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,671 | $5,243-68.1% | $4,856-65.6% | $4,751-64.8% |
| Participant deferral / active EE | $1,750 | $8,100-78.4% | $7,758-77.4% | $6,710-73.9% |
| Admin fee / account holder | $986 | $12,400-92.0% | $10,762-90.8% | $11,403-91.4% |