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 | $42,956 | $112,729-61.9% | $98,716-56.5% | $137,256-68.7% |
| Participation rate | 90.5% | 74.2%+16.2pp | 69.3%+21.2pp | 80.0%+10.5pp |
| Annual return | 13.07% | 38.48%-25.4pp | 31.81%-18.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $673 | $2,725-75.3% | $2,279-70.5% | $4,156-83.8% |
| Participant deferral / active EE | $976 | $4,640-79.0% | $4,048-75.9% | $6,407-84.8% |
| Admin fee / account holder | $2,046 | $10,129-79.8% | $8,703-76.5% | $12,270-83.3% |