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 | $45,554 | $78,705-42.1% | $117,854-61.3% | $70,131-35.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.51% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,392 | $2,223-37.4% | $3,786-63.2% | $2,342-40.6% |
| Participant deferral / active EE | $686 | $3,297-79.2% | $4,482-84.7% | $3,332-79.4% |
| Admin fee / account holder | $1,807 | $5,065-64.3% | $8,020-77.5% | $4,645-61.1% |