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 | $29,178 | $127,777-77.2% | $106,548-72.6% | $167,490-82.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.29% | 33.87%-19.6pp | 26.80%-12.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $677 | $3,427-80.3% | $2,819-76.0% | $4,837-86.0% |
| Participant deferral / active EE | $1,353 | $5,087-73.4% | $4,398-69.2% | $6,341-78.7% |
| Admin fee / account holder | $756 | $11,228-93.3% | $7,407-89.8% | $12,309-93.9% |