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 | $16,715 | $95,416-82.5% | $185,823-91.0% | $85,850-80.5% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+8.0pp | 69.3%+20.3pp |
| Annual return | 14.10% | 23.59%-9.5pp | 122.05%-108.0pp | 318.53%-304.4pp |
| Employer contribution / active EE | $605 | $3,314-81.7% | $5,167-88.3% | $2,565-76.4% |
| Participant deferral / active EE | $605 | $3,423-82.3% | $5,568-89.1% | $3,952-84.7% |
| Admin fee / account holder | $428 | $7,213-94.1% | $16,237-97.4% | $6,260-93.2% |