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 | $23,639 | $76,000-68.9% | $154,107-84.7% | $64,186-63.2% |
| Participation rate | 87.2% | 70.4%+16.8pp | 83.0%+4.1pp | 69.6%+17.6pp |
| Annual return | 8.17% | 30.32%-22.1pp | 735.12%-726.9pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,328 | $3,351-60.4% | $5,298-74.9% | $2,381-44.2% |
| Participant deferral / active EE | $729 | $3,175-77.0% | $5,081-85.6% | $3,470-79.0% |
| Admin fee / account holder | $1,374 | $5,596-75.5% | $13,411-89.8% | $4,888-71.9% |