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 | $36,963 | $100,852-63.3% | $90,404-59.1% | $158,922-76.7% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 17.53% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $5,081 | $3,689+37.7% | $3,262+55.8% | $4,761+6.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $585 | $6,501-91.0% | $5,611-89.6% | $11,246-94.8% |