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 | $134,875 | $63,346+112.9% | $92,233+46.2% | $70,131+92.3% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.1pp |
| Annual return | 14.14% | 530.12%-516.0pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $864 | $2,854-69.7% | $3,897-77.8% | $3,332-74.1% |
| Admin fee / account holder | $23,814 | $3,840+520.1% | $5,194+358.5% | $4,645+412.6% |