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 | $47,789 | $53,777-11.1% | $134,143-64.4% | $79,858-40.2% |
| Participation rate | 89.6% | 58.8%+30.8pp | 72.2%+17.4pp | 69.6%+20.0pp |
| Annual return | 3978.78% | 19.01%+3959.8pp | 36.33%+3942.4pp | 31.71%+3947.1pp |
| Employer contribution / active EE | $644 | $1,321-51.2% | $3,704-82.6% | $2,471-73.9% |
| Participant deferral / active EE | $523 | $2,420-78.4% | $3,499-85.1% | $3,740-86.0% |
| Admin fee / account holder | $1,654 | $3,984-58.5% | $6,684-75.3% | $5,306-68.8% |