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 | $24,639 | $58,512-57.9% | $84,015-70.7% | $72,985-66.2% |
| Participation rate | 97.2% | 61.2%+36.0pp | 69.0%+28.2pp | 69.5%+27.7pp |
| Annual return | 122.86% | 28.93%+93.9pp | 71.31%+51.6pp | 81.00%+41.9pp |
| Employer contribution / active EE | $467 | $1,163-59.9% | $1,983-76.5% | $2,440-80.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $375 | $4,569-91.8% | $6,101-93.9% | $5,124-92.7% |