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 | $19,456 | $102,604-81.0% | $86,188-77.4% | $139,434-86.0% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 63.16% | 1922.51%-1859.3pp | 1168.45%-1105.3pp | 372.94%-309.8pp |
| Employer contribution / active EE | $769 | $3,032-74.6% | $2,380-67.7% | $4,751-83.8% |
| Participant deferral / active EE | $192 | $4,676-95.9% | $3,985-95.2% | $6,710-97.1% |
| Admin fee / account holder | $14,813 | $8,657+71.1% | $6,852+116.2% | $11,403+29.9% |