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 | $39,394 | $109,413-64.0% | $156,263-74.8% | $84,808-53.5% |
| Participation rate | 76.9% | 72.7%+4.2pp | 78.9%-2.0pp | 68.3%+8.6pp |
| Annual return | 15.01% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,092 | $2,907-62.4% | $4,333-74.8% | $2,631-58.5% |
| Participant deferral / active EE | $1,223 | $4,590-73.4% | $6,158-80.1% | $4,212-71.0% |
| Admin fee / account holder | $839 | $9,357-91.0% | $14,255-94.1% | $7,344-88.6% |