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 | $20,205 | $88,707-77.2% | $74,183-72.8% | $273,961-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.49% | 11.94%-8.5pp | 17.74%-14.2pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,602 | $3,159-49.3% | $2,370-32.4% | $4,869-67.1% |
| Participant deferral / active EE | $880 | $4,212-79.1% | $3,550-75.2% | $5,287-83.4% |
| Admin fee / account holder | $310 | $8,717-96.4% | $5,586-94.5% | $10,132-96.9% |