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 9-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 | $28,688 | $102,966-72.1% | $90,281-68.2% | $152,861-81.2% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 14.56% | 95.16%-80.6pp | 78.10%-63.5pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,744 | $3,139-44.4% | $2,854-38.9% | $4,762-63.4% |
| Participant deferral / active EE | $571 | $4,281-86.7% | $3,885-85.3% | $5,850-90.2% |
| Admin fee / account holder | $3,093 | $6,171-49.9% | $5,351-42.2% | $11,596-73.3% |