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 | $154,494 | $157,256-1.8% | $141,162+9.4% | $152,861+1.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.37% | 64.32%-46.0pp | 71.39%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,406 | $5,261-73.3% | $4,735-70.3% | $4,762-70.5% |
| Participant deferral / active EE | $683 | $7,109-90.4% | $6,709-89.8% | $5,850-88.3% |
| Admin fee / account holder | $27,636 | $12,120+128.0% | $10,261+169.3% | $11,596+138.3% |