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 | $13,632 | $177,572-92.3% | $154,803-91.2% | $142,382-90.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.62% | 65.07%-47.4pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,467 | $4,810-69.5% | $4,305-65.9% | $4,299-65.9% |
| Participant deferral / active EE | $676 | $6,272-89.2% | $5,540-87.8% | $6,507-89.6% |
| Admin fee / account holder | $2,766 | $16,786-83.5% | $14,329-80.7% | $12,624-78.1% |