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 5-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 | $20,256 | $111,724-81.9% | $93,606-78.4% | $145,922-86.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.08% | 202.98%-179.9pp | 133.20%-110.1pp | 561.29%-538.2pp |
| Employer contribution / active EE | $969 | $3,090-68.6% | $2,420-60.0% | $4,660-79.2% |
| Participant deferral / active EE | $1,132 | $4,912-77.0% | $4,411-74.3% | $6,688-83.1% |
| Admin fee / account holder | $2,625 | $10,250-74.4% | $8,285-68.3% | $13,397-80.4% |