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 | $39,512 | $91,552-56.8% | $133,956-70.5% | $79,858-50.5% |
| Participation rate | 75.4% | 73.3%+2.0pp | 79.8%-4.5pp | 69.6%+5.7pp |
| Annual return | 16.99% | 61.85%-44.9pp | 45.09%-28.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $643 | $2,384-73.0% | $3,919-83.6% | $2,471-74.0% |
| Participant deferral / active EE | $1,488 | $3,733-60.2% | $5,048-70.5% | $3,740-60.2% |
| Admin fee / account holder | $5,852 | $6,321-7.4% | $8,927-34.4% | $5,306+10.3% |