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 | $46,526 | $99,652-53.3% | $78,778-40.9% | $147,584-68.5% |
| Participation rate | 90.5% | 76.2%+14.2pp | 69.2%+21.3pp | 82.8%+7.6pp |
| Annual return | 13.72% | 47.28%-33.6pp | 35.62%-21.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $584 | $3,664-84.1% | $2,958-80.3% | $5,439-89.3% |
| Admin fee / account holder | $4,041 | $7,155-43.5% | $5,134-21.3% | $10,885-62.9% |