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 | $51,211 | $58,828-12.9% | $77,999-34.3% | $62,891-18.6% |
| Participation rate | 97.4% | 71.1%+26.4pp | 75.5%+21.9pp | 69.3%+28.1pp |
| Annual return | 8.97% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,087 | $2,686-59.5% | $3,497-68.9% | $3,203-66.1% |
| Admin fee / account holder | $1,065 | $4,393-75.8% | $5,480-80.6% | $4,296-75.2% |