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 | $88,596 | $99,985-11.4% | $146,665-39.6% | $85,850+3.2% |
| Participation rate | 98.0% | 73.1%+24.9pp | 80.1%+17.9pp | 69.3%+28.7pp |
| Annual return | 41.92% | 18.93%+23.0pp | 22.74%+19.2pp | 318.53%-276.6pp |
| Employer contribution / active EE | $2,881 | $2,559+12.6% | $4,136-30.4% | $2,565+12.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,732 | $7,702-77.5% | $10,280-83.2% | $6,260-72.3% |