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 | $62,563 | $118,450-47.2% | $98,439-36.4% | $139,434-55.1% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 16.57% | 18.94%-2.4pp | 21.16%-4.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,516 | $3,609-30.3% | $3,048-17.4% | $4,751-47.0% |
| Participant deferral / active EE | $1,110 | $5,392-79.4% | $4,738-76.6% | $6,710-83.5% |
| Admin fee / account holder | $4,313 | $14,026-69.3% | $8,948-51.8% | $11,403-62.2% |