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 | $39,084 | $227,553-82.8% | $189,557-79.4% | $167,490-76.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 10.09% | 78.40%-68.3pp | 64.17%-54.1pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,222 | $5,316-77.0% | $4,412-72.3% | $4,837-74.7% |
| Participant deferral / active EE | $1,381 | $7,002-80.3% | $6,174-77.6% | $6,341-78.2% |
| Admin fee / account holder | $441 | $11,878-96.3% | $9,807-95.5% | $12,309-96.4% |