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 | $60,014 | $89,753-33.1% | $107,525-44.2% | $84,808-29.2% |
| Participation rate | 87.5% | 68.1%+19.4pp | 75.1%+12.4pp | 68.3%+19.2pp |
| Annual return | 15.00% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,863 | $3,113+88.3% | $3,754+56.2% | $2,631+122.8% |
| Participant deferral / active EE | $1,354 | $4,056-66.6% | $5,116-73.5% | $4,212-67.8% |
| Admin fee / account holder | $1,521 | $7,222-78.9% | $8,919-82.9% | $7,344-79.3% |