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 | $23,477 | $58,512-59.9% | $84,015-72.1% | $72,985-67.8% |
| Participation rate | 78.7% | 61.2%+17.5pp | 69.0%+9.7pp | 69.5%+9.2pp |
| Annual return | 28.15% | 28.93%-0.8pp | 71.31%-43.2pp | 81.00%-52.9pp |
| Employer contribution / active EE | $495 | $1,163-57.5% | $1,983-75.1% | $2,440-79.7% |
| Participant deferral / active EE | $979 | $2,394-59.1% | $3,239-69.8% | $3,607-72.8% |
| Admin fee / account holder | $2,091 | $4,569-54.2% | $6,101-65.7% | $5,124-59.2% |