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 7-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 | $176,496 | $159,901+10.4% | $146,958+20.1% | $145,922+21.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.95% | 98.13%-73.2pp | 418.34%-393.4pp | 561.29%-536.3pp |
| Employer contribution / active EE | $1,262 | $5,286-76.1% | $4,933-74.4% | $4,660-72.9% |
| Participant deferral / active EE | $400 | $8,428-95.3% | $8,070-95.0% | $6,688-94.0% |
| Admin fee / account holder | $2,081 | $15,044-86.2% | $12,998-84.0% | $13,397-84.5% |