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 | $42,814 | $227,553-81.2% | $189,557-77.4% | $167,490-74.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.58% | 78.40%-60.8pp | 64.17%-46.6pp | 478.56%-461.0pp |
| Employer contribution / active EE | $712 | $5,316-86.6% | $4,412-83.9% | $4,837-85.3% |
| Participant deferral / active EE | $817 | $7,002-88.3% | $6,174-86.8% | $6,341-87.1% |
| Admin fee / account holder | $1,145 | $11,878-90.4% | $9,807-88.3% | $12,309-90.7% |