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 | $35,660 | $180,749-80.3% | $160,784-77.8% | $137,256-74.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.86% | 2234.46%-2217.6pp | 1803.92%-1787.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $6,670 | $4,155+60.5% | $3,733+78.7% | $4,156+60.5% |
| Participant deferral / active EE | $473 | $6,844-93.1% | $6,293-92.5% | $6,407-92.6% |
| Admin fee / account holder | $2,043 | $10,397-80.3% | $9,717-79.0% | $12,270-83.3% |