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 | $39,251 | $125,758-68.8% | $169,993-76.9% | $75,163-47.8% |
| Participation rate | 96.5% | 83.6%+12.9pp | 87.0%+9.5pp | 67.2%+29.3pp |
| Annual return | 21.29% | 27.20%-5.9pp | 53.37%-32.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $4,980 | $4,615+7.9% | $6,785-26.6% | $2,670+86.5% |
| Participant deferral / active EE | $2,005 | $6,837-70.7% | $10,408-80.7% | $4,125-51.4% |
| Admin fee / account holder | $1,060 | $8,173-87.0% | $12,815-91.7% | $5,651-81.2% |