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 | $49,947 | $124,319-59.8% | $111,297-55.1% | $167,490-70.2% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.3%+17.4pp | 82.1%+12.6pp |
| Annual return | 16.65% | 37.44%-20.8pp | 54.65%-38.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $857 | $3,435-75.0% | $2,731-68.6% | $4,837-82.3% |
| Participant deferral / active EE | $1,141 | $5,180-78.0% | $4,487-74.6% | $6,341-82.0% |
| Admin fee / account holder | $21,311 | $10,618+100.7% | $7,964+167.6% | $12,309+73.1% |