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 | $22,153 | $96,305-77.0% | $80,569-72.5% | $139,434-84.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.36% | 1350.08%-1338.7pp | 935.43%-924.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $820 | $3,262-74.9% | $2,723-69.9% | $4,751-82.7% |
| Participant deferral / active EE | $328 | $5,232-93.7% | $4,447-92.6% | $6,710-95.1% |
| Admin fee / account holder | $1,156 | $6,599-82.5% | $5,377-78.5% | $11,403-89.9% |