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 | $47,754 | $89,753-46.8% | $107,525-55.6% | $84,808-43.7% |
| Participation rate | 95.1% | 68.1%+27.1pp | 75.1%+20.0pp | 68.3%+26.8pp |
| Annual return | 17.63% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,745 | $3,113-43.9% | $3,754-53.5% | $2,631-33.7% |
| Participant deferral / active EE | $601 | $4,056-85.2% | $5,116-88.2% | $4,212-85.7% |
| Admin fee / account holder | $615 | $7,222-91.5% | $8,919-93.1% | $7,344-91.6% |