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 | $58,858 | $153,772-61.7% | $133,980-56.1% | $273,961-78.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.42% | 36.51%-28.1pp | 29.30%-20.9pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,384 | $6,029-60.5% | $5,211-54.3% | $4,869-51.0% |
| Participant deferral / active EE | $1,881 | $6,958-73.0% | $6,282-70.1% | $5,287-64.4% |
| Admin fee / account holder | $1,625 | $11,765-86.2% | $9,324-82.6% | $10,132-84.0% |