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 | $21,325 | $45,035-52.6% | $62,995-66.1% | $70,131-69.6% |
| Participation rate | 86.3% | 69.5%+16.8pp | 74.8%+11.5pp | 69.5%+16.7pp |
| Annual return | 11.79% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $587 | $2,051-71.4% | $2,759-78.7% | $2,342-74.9% |
| Participant deferral / active EE | $468 | $2,465-81.0% | $3,329-85.9% | $3,332-85.9% |
| Admin fee / account holder | $552 | $2,834-80.5% | $3,600-84.7% | $4,645-88.1% |