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 | $31,329 | $91,190-65.6% | $178,490-82.4% | $79,858-60.8% |
| Participation rate | 86.8% | 69.2%+17.6pp | 81.9%+4.9pp | 69.6%+17.2pp |
| Annual return | 13.26% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,615 | $3,256-50.4% | $5,011-67.8% | $2,471-34.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,146 | $6,751-83.0% | $13,984-91.8% | $5,306-78.4% |