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 | $29,978 | $96,484-68.9% | $75,886-60.5% | $152,861-80.4% |
| Participation rate | 77.8% | 76.2%+1.6pp | 69.3%+8.5pp | 82.4%-4.7pp |
| Annual return | 16.58% | 33.98%-17.4pp | 30.76%-14.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $989 | $3,309-70.1% | $2,500-60.5% | $4,762-79.2% |
| Participant deferral / active EE | $953 | $4,553-79.1% | $3,603-73.5% | $5,850-83.7% |
| Admin fee / account holder | $1,960 | $8,078-75.7% | $5,418-63.8% | $11,596-83.1% |