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 | $60,790 | $165,335-63.2% | $149,696-59.4% | $158,922-61.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 20.49% | 348.15%-327.7pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,039 | $5,103-60.0% | $4,644-56.1% | $4,761-57.2% |
| Participant deferral / active EE | $1,317 | $7,181-81.7% | $6,842-80.7% | $5,982-78.0% |
| Admin fee / account holder | $2,701 | $10,807-75.0% | $9,309-71.0% | $11,246-76.0% |