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 | $15,502 | $59,839-74.1% | $81,983-81.1% | $79,858-80.6% |
| Participation rate | 84.9% | 61.6%+23.3pp | 69.2%+15.7pp | 69.6%+15.3pp |
| Annual return | 11.47% | 17.56%-6.1pp | 41.31%-29.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $914 | $1,713-46.7% | $2,498-63.4% | $2,471-63.0% |
| Participant deferral / active EE | $720 | $2,695-73.3% | $3,722-80.7% | $3,740-80.7% |
| Admin fee / account holder | $699 | $4,287-83.7% | $5,664-87.7% | $5,306-86.8% |