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 9-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 | $28,658 | $176,056-83.7% | $159,436-82.0% | $167,490-82.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.86% | 331.75%-308.9pp | 263.57%-240.7pp | 478.56%-455.7pp |
| Employer contribution / active EE | $954 | $5,297-82.0% | $4,829-80.2% | $4,837-80.3% |
| Participant deferral / active EE | $1,611 | $7,750-79.2% | $7,352-78.1% | $6,341-74.6% |
| Admin fee / account holder | $3,581 | $12,554-71.5% | $10,799-66.8% | $12,309-70.9% |