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 | $35,927 | $183,963-80.5% | $162,163-77.8% | $152,861-76.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.27% | 150.76%-127.5pp | 115.59%-92.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,890 | $6,371-70.3% | $5,614-66.3% | $4,762-60.3% |
| Participant deferral / active EE | $1,439 | $8,034-82.1% | $7,298-80.3% | $5,850-75.4% |
| Admin fee / account holder | $1,916 | $13,121-85.4% | $10,843-82.3% | $11,596-83.5% |