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 | $33,826 | $148,534-77.2% | $135,903-75.1% | $139,434-75.7% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 32.65% | 79.19%-46.5pp | 68.23%-35.6pp | 372.94%-340.3pp |
| Employer contribution / active EE | $1,562 | $5,243-70.2% | $4,856-67.8% | $4,751-67.1% |
| Participant deferral / active EE | $2,072 | $8,100-74.4% | $7,758-73.3% | $6,710-69.1% |
| Admin fee / account holder | $362 | $12,400-97.1% | $10,762-96.6% | $11,403-96.8% |