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 | $18,344 | $47,977-61.8% | $154,107-88.1% | $56,287-67.4% |
| Participation rate | 99.2% | 66.2%+33.0pp | 83.0%+16.2pp | 69.9%+29.3pp |
| Annual return | 8.32% | 3.54%+4.8pp | 735.12%-726.8pp | -9.96%+18.3pp |
| Employer contribution / active EE | $2,129 | $2,169-1.8% | $5,298-59.8% | $2,111+0.8% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $968 | $438+120.8% | $13,411-92.8% | $521+85.7% |