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 | $47,081 | $101,724-53.7% | $164,813-71.4% | $80,856-41.8% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.6%+9.3pp |
| Annual return | 14.46% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,562 | $2,953-13.3% | $4,341-41.0% | $2,755-7.0% |
| Participant deferral / active EE | $1,469 | $4,477-67.2% | $6,031-75.6% | $4,296-65.8% |
| Admin fee / account holder | $3,021 | $8,227-63.3% | $12,690-76.2% | $6,918-56.3% |