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 | $30,065 | $167,484-82.0% | $151,611-80.2% | $134,475-77.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -8.53% | 7.80%-16.3pp | 3.33%-11.9pp | 417.96%-426.5pp |
| Employer contribution / active EE | $2,428 | $6,829-64.4% | $6,166-60.6% | $4,740-48.8% |
| Participant deferral / active EE | $2,588 | $8,986-71.2% | $8,363-69.1% | $6,400-59.6% |
| Admin fee / account holder | $16,648 | $13,783+20.8% | $11,616+43.3% | $11,426+45.7% |