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 | $85,963 | $155,788-44.8% | $124,672-31.0% | $167,490-48.7% |
| Participation rate | 76.9% | 81.1%-4.2pp | 74.6%+2.3pp | 82.1%-5.2pp |
| Annual return | 11.45% | 17.97%-6.5pp | 5142.93%-5131.5pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,027 | $4,163-75.3% | $3,324-69.1% | $4,837-78.8% |
| Participant deferral / active EE | $1,338 | $5,673-76.4% | $4,614-71.0% | $6,341-78.9% |
| Admin fee / account holder | $29,894 | $9,531+213.7% | $7,493+299.0% | $12,309+142.9% |