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 | $47,571 | $106,515-55.3% | $96,683-50.8% | $139,434-65.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.35% | 38.43%-22.1pp | 35.69%-19.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $12,730 | $4,103+210.3% | $3,737+240.7% | $4,751+167.9% |
| Participant deferral / active EE | $1,364 | $5,454-75.0% | $4,878-72.0% | $6,710-79.7% |
| Admin fee / account holder | $2,929 | $7,877-62.8% | $6,730-56.5% | $11,403-74.3% |