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 | $73,514 | $96,635-23.9% | $86,612-15.1% | $139,434-47.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.60% | 106.41%-90.8pp | 591.07%-575.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $9,425 | $3,263+188.9% | $3,022+211.8% | $4,751+98.4% |
| Participant deferral / active EE | $331 | $4,836-93.2% | $4,438-92.6% | $6,710-95.1% |
| Admin fee / account holder | $465 | $6,408-92.7% | $5,614-91.7% | $11,403-95.9% |