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 | $54,345 | $112,729-51.8% | $98,716-44.9% | $137,256-60.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 13.20% | 38.48%-25.3pp | 31.81%-18.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $499 | $2,725-81.7% | $2,279-78.1% | $4,156-88.0% |
| Participant deferral / active EE | $1,055 | $4,640-77.3% | $4,048-73.9% | $6,407-83.5% |
| Admin fee / account holder | $680 | $10,129-93.3% | $8,703-92.2% | $12,270-94.5% |