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 | $47,798 | $163,101-70.7% | $136,749-65.0% | $142,382-66.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.93% | 27.54%-17.6pp | 24.33%-14.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,080 | $4,117-73.8% | $3,400-68.2% | $4,299-74.9% |
| Participant deferral / active EE | $1,003 | $5,585-82.0% | $4,692-78.6% | $6,507-84.6% |
| Admin fee / account holder | $1,601 | $14,318-88.8% | $11,386-85.9% | $12,624-87.3% |