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 | $20,541 | $111,535-81.6% | $105,223-80.5% | $137,256-85.0% |
| Participation rate | 79.2% | 78.1%+1.1pp | 75.0%+4.1pp | 80.0%-0.8pp |
| Annual return | 12.34% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,092 | $3,939-72.3% | $3,689-70.4% | $4,156-73.7% |
| Participant deferral / active EE | $1,174 | $5,500-78.7% | $5,072-76.9% | $6,407-81.7% |
| Admin fee / account holder | $3,990 | $9,721-59.0% | $8,859-55.0% | $12,270-67.5% |