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 | $91,794 | $127,777-28.2% | $106,548-13.8% | $167,490-45.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 25.06% | 33.87%-8.8pp | 26.80%-1.7pp | 478.56%-453.5pp |
| Employer contribution / active EE | $910 | $3,427-73.4% | $2,819-67.7% | $4,837-81.2% |
| Participant deferral / active EE | $912 | $5,087-82.1% | $4,398-79.3% | $6,341-85.6% |
| Admin fee / account holder | $1,013 | $11,228-91.0% | $7,407-86.3% | $12,309-91.8% |