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 | $131,811 | $79,449+65.9% | $189,557-30.5% | $85,850+53.5% |
| Participation rate | 98.9% | 66.0%+32.9pp | 78.4%+20.4pp | 69.3%+29.6pp |
| Annual return | 32.61% | 18.45%+14.2pp | 64.17%-31.6pp | 318.53%-285.9pp |
| Employer contribution / active EE | $4,926 | $2,081+136.7% | $4,412+11.6% | $2,565+92.1% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,267 | $5,377-76.4% | $9,807-87.1% | $6,260-79.8% |