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 | $58,702 | $183,963-68.1% | $162,163-63.8% | $152,861-61.6% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.6%+2.9pp | 82.4%+8.0pp |
| Annual return | 20.83% | 150.76%-129.9pp | 115.59%-94.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,781 | $6,371-40.7% | $5,614-32.7% | $4,762-20.6% |
| Participant deferral / active EE | $2,843 | $8,034-64.6% | $7,298-61.0% | $5,850-51.4% |
| Admin fee / account holder | $20,837 | $13,121+58.8% | $10,843+92.2% | $11,596+79.7% |