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 | $29,022 | $135,952-78.7% | $123,892-76.6% | $273,961-89.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.49% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,505 | $5,170-70.9% | $4,617-67.4% | $4,869-69.1% |
| Participant deferral / active EE | $1,755 | $6,343-72.3% | $5,984-70.7% | $5,287-66.8% |
| Admin fee / account holder | $47,233 | $9,817+381.1% | $8,357+465.2% | $10,132+366.2% |