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 | $41,421 | $183,963-77.5% | $162,163-74.5% | $152,861-72.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 13.83% | 150.76%-136.9pp | 115.59%-101.8pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,482 | $6,371-76.7% | $5,614-73.6% | $4,762-68.9% |
| Participant deferral / active EE | $2,206 | $8,034-72.5% | $7,298-69.8% | $5,850-62.3% |
| Admin fee / account holder | $2,954 | $13,121-77.5% | $10,843-72.8% | $11,596-74.5% |