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 | $25,623 | $127,100-79.8% | $105,738-75.8% | $135,375-81.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | 2.60% | 4.49%-1.9pp | 6.27%-3.7pp | 519.73%-517.1pp |
| Employer contribution / active EE | $1,508 | $4,107-63.3% | $3,268-53.9% | $4,779-68.4% |
| Participant deferral / active EE | $868 | $5,064-82.9% | $4,080-78.7% | $5,609-84.5% |
| Admin fee / account holder | $7,825 | $9,087-13.9% | $6,913+13.2% | $10,827-27.7% |