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 | $34,224 | $197,591-82.7% | $177,821-80.8% | $158,922-78.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 20.46% | 58.76%-38.3pp | 48.32%-27.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,498 | $6,697-62.7% | $5,918-57.8% | $4,761-47.5% |
| Participant deferral / active EE | $2,498 | $8,405-70.3% | $7,714-67.6% | $5,982-58.2% |
| Admin fee / account holder | $322 | $15,399-97.9% | $12,427-97.4% | $11,246-97.1% |