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 8-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 | $31,303 | $74,927-58.2% | $101,794-69.2% | $84,808-63.1% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.2%+22.8pp | 68.3%+23.6pp |
| Annual return | 17.15% | 18.70%-1.5pp | 30.53%-13.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,714 | $1,522+144.1% | $2,289+62.3% | $2,631+41.2% |
| Participant deferral / active EE | $1,114 | $3,099-64.1% | $4,084-72.7% | $4,212-73.5% |
| Admin fee / account holder | $1,468 | $6,514-77.5% | $8,777-83.3% | $7,344-80.0% |