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 | $28,375 | $106,515-73.4% | $96,683-70.7% | $139,434-79.6% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 19.16% | 38.43%-19.3pp | 35.69%-16.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,392 | $4,103-41.7% | $3,737-36.0% | $4,751-49.7% |
| Participant deferral / active EE | $1,230 | $5,454-77.4% | $4,878-74.8% | $6,710-81.7% |
| Admin fee / account holder | $2,431 | $7,877-69.1% | $6,730-63.9% | $11,403-78.7% |