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 | $52,560 | $99,985-47.4% | $146,665-64.2% | $85,850-38.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.82% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,324 | $2,559-9.2% | $4,136-43.8% | $2,565-9.4% |
| Participant deferral / active EE | $1,610 | $4,006-59.8% | $5,506-70.8% | $3,952-59.3% |
| Admin fee / account holder | $10,894 | $7,702+41.4% | $10,280+6.0% | $6,260+74.0% |