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 | $13,831 | $83,337-83.4% | $67,834-79.6% | $273,961-95.0% |
| Participation rate | 71.4% | 76.4%-5.0pp | 68.8%+2.6pp | 83.0%-11.6pp |
| Annual return | 3.94% | 259.45%-255.5pp | 138.47%-134.5pp | 41.45%-37.5pp |
| Employer contribution / active EE | $4,440 | $3,287+35.1% | $2,403+84.7% | $4,869-8.8% |
| Participant deferral / active EE | $577 | $4,088-85.9% | $3,160-81.7% | $5,287-89.1% |
| Admin fee / account holder | $3,887 | $6,752-42.4% | $4,622-15.9% | $10,132-61.6% |