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 | $49,002 | $125,758-61.0% | $169,993-71.2% | $75,163-34.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.40% | 27.20%-11.8pp | 53.37%-38.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,865 | $4,615-59.6% | $6,785-72.5% | $2,670-30.2% |
| Participant deferral / active EE | $2,061 | $6,837-69.9% | $10,408-80.2% | $4,125-50.0% |
| Admin fee / account holder | $1,150 | $8,173-85.9% | $12,815-91.0% | $5,651-79.7% |