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 | $149,565 | $198,466-24.6% | $170,442-12.2% | $147,584+1.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 9.91% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $5,929 | $6,184-4.1% | $5,433+9.1% | $4,876+21.6% |
| Participant deferral / active EE | $482 | $5,629-91.4% | $4,939-90.2% | $5,439-91.1% |
| Admin fee / account holder | $1,245 | $16,852-92.6% | $13,880-91.0% | $10,885-88.6% |