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 | $29,470 | $157,256-81.3% | $141,162-79.1% | $152,861-80.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 19.47% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,241 | $5,261-76.4% | $4,735-73.8% | $4,762-73.9% |
| Participant deferral / active EE | $2,276 | $7,109-68.0% | $6,709-66.1% | $5,850-61.1% |
| Admin fee / account holder | $797 | $12,120-93.4% | $10,261-92.2% | $11,596-93.1% |