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 | $67,452 | $61,660+9.4% | $80,019-15.7% | $64,186+5.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.68% | -0.33%+22.0pp | 11.22%+10.5pp | 7.63%+14.1pp |
| Employer contribution / active EE | $493 | $1,810-72.8% | $2,468-80.0% | $2,381-79.3% |
| Participant deferral / active EE | $856 | $2,968-71.2% | $3,686-76.8% | $3,470-75.3% |
| Admin fee / account holder | $4,127 | $5,417-23.8% | $6,521-36.7% | $4,888-15.6% |