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 | $181,333 | $144,119+25.8% | $117,854+53.9% | $147,584+22.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.30% | 531.15%-521.8pp | 335.08%-325.8pp | 578.55%-569.2pp |
| Employer contribution / active EE | $14,717 | $4,896+200.6% | $3,786+288.7% | $4,876+201.8% |
| Participant deferral / active EE | $715 | $5,316-86.5% | $4,482-84.0% | $5,439-86.9% |
| Admin fee / account holder | $18,101 | $10,886+66.3% | $8,020+125.7% | $10,885+66.3% |