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 8-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 | $125,291 | $65,246+92.0% | $98,716+26.9% | $67,986+84.3% |
| Participation rate | 98.0% | 51.4%+46.6pp | 69.3%+28.7pp | 57.2%+40.8pp |
| Annual return | 17.82% | 20.58%-2.8pp | 31.81%-14.0pp | 31.67%-13.8pp |
| Employer contribution / active EE | $7,238 | $1,042+594.6% | $2,279+217.7% | $2,019+258.6% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2,822 | $4,561-38.1% | $8,703-67.6% | $3,203-11.9% |