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 | $54,468 | $124,281-56.2% | $109,143-50.1% | $167,490-67.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 42.33% | 26.04%+16.3pp | 25.75%+16.6pp | 478.56%-436.2pp |
| Employer contribution / active EE | $6,813 | $4,207+61.9% | $3,722+83.0% | $4,837+40.8% |
| Participant deferral / active EE | $1,418 | $5,255-73.0% | $4,653-69.5% | $6,341-77.6% |
| Admin fee / account holder | $17,586 | $7,970+120.7% | $6,752+160.5% | $12,309+42.9% |