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 | $42,698 | $86,286-50.5% | $111,297-61.6% | $85,850-50.3% |
| Participation rate | 75.7% | 73.3%+2.3pp | 77.3%-1.6pp | 69.3%+6.4pp |
| Annual return | 12.01% | 19.99%-8.0pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $651 | $2,043-68.1% | $2,731-76.2% | $2,565-74.6% |
| Participant deferral / active EE | $1,665 | $3,641-54.3% | $4,487-62.9% | $3,952-57.9% |
| Admin fee / account holder | $443 | $8,188-94.6% | $7,964-94.4% | $6,260-92.9% |