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 | $27,089 | $79,449-65.9% | $189,557-85.7% | $85,850-68.4% |
| Participation rate | 91.9% | 66.0%+25.9pp | 78.4%+13.4pp | 69.3%+22.6pp |
| Annual return | 21.11% | 18.45%+2.7pp | 64.17%-43.1pp | 318.53%-297.4pp |
| Employer contribution / active EE | $3,255 | $2,081+56.4% | $4,412-26.2% | $2,565+26.9% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,185 | $5,377-40.8% | $9,807-67.5% | $6,260-49.1% |