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 9-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 | $47,823 | $91,552-47.8% | $133,956-64.3% | $79,858-40.1% |
| Participation rate | 95.7% | 73.3%+22.3pp | 79.8%+15.8pp | 69.6%+26.0pp |
| Annual return | 12.93% | 61.85%-48.9pp | 45.09%-32.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,315 | $2,384-44.8% | $3,919-66.4% | $2,471-46.8% |
| Participant deferral / active EE | $1,326 | $3,733-64.5% | $5,048-73.7% | $3,740-64.5% |
| Admin fee / account holder | $4,443 | $6,321-29.7% | $8,927-50.2% | $5,306-16.3% |