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 | $34,641 | $118,849-70.9% | $96,562-64.1% | $167,490-79.3% |
| Participation rate | 95.0% | 75.5%+19.5pp | 69.8%+25.2pp | 82.1%+12.9pp |
| Annual return | 11.38% | 50.49%-39.1pp | 37.78%-26.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,633 | $3,120-47.6% | $2,356-30.7% | $4,837-66.2% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $6,522 | $8,065-19.1% | $6,181+5.5% | $12,309-47.0% |