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 8-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 | $48,279 | $165,984-70.9% | $164,813-70.7% | $145,922-66.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 24.63% | 100.03%-75.4pp | 69.93%-45.3pp | 561.29%-536.7pp |
| Employer contribution / active EE | $6,198 | $5,273+17.5% | $4,341+42.8% | $4,660+33.0% |
| Participant deferral / active EE | $1,797 | $6,959-74.2% | $6,031-70.2% | $6,688-73.1% |
| Admin fee / account holder | $3,305 | $16,648-80.1% | $12,690-74.0% | $13,397-75.3% |