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 | $45,104 | $67,606-33.3% | $82,313-45.2% | $70,131-35.7% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 13.24% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,273 | $2,987-57.4% | $3,706-65.6% | $3,332-61.8% |
| Admin fee / account holder | $524 | $4,512-88.4% | $5,608-90.7% | $4,645-88.7% |