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 6-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 | $23,403 | $105,126-77.7% | $94,646-75.3% | $139,434-83.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 27.24% | 38.03%-10.8pp | 156.71%-129.5pp | 372.94%-345.7pp |
| Employer contribution / active EE | $997 | $4,106-75.7% | $3,672-72.9% | $4,751-79.0% |
| Participant deferral / active EE | $1,371 | $7,599-82.0% | $7,418-81.5% | $6,710-79.6% |
| Admin fee / account holder | $12,291 | $8,984+36.8% | $7,231+70.0% | $11,403+7.8% |