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 6-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 | $25,126 | $127,065-80.2% | $113,168-77.8% | $142,382-82.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.79% | 24.03%-12.2pp | 24.27%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,844 | $3,442-46.4% | $2,975-38.0% | $4,299-57.1% |
| Participant deferral / active EE | $1,370 | $5,716-76.0% | $5,107-73.2% | $6,507-79.0% |
| Admin fee / account holder | $733 | $15,736-95.3% | $12,068-93.9% | $12,624-94.2% |