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 4-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 | $43,813 | $44,960-2.6% | $84,966-48.4% | $74,495-41.2% |
| Participation rate | 96.9% | 49.4%+47.5pp | 67.5%+29.4pp | 67.2%+29.7pp |
| Annual return | 60.32% | 26.24%+34.1pp | 66.38%-6.1pp | 1364.94%-1304.6pp |
| Employer contribution / active EE | $6,344 | $1,457+335.4% | $2,727+132.6% | $2,623+141.9% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1,651 | $2,209-25.3% | $6,149-73.1% | $1,942-15.0% |