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 | $29,128 | $172,111-83.1% | $150,298-80.6% | $137,256-78.8% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 12.53% | 69.37%-56.8pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $894 | $4,636-80.7% | $4,154-78.5% | $4,156-78.5% |
| Participant deferral / active EE | $1,148 | $6,166-81.4% | $5,453-78.9% | $6,407-82.1% |
| Admin fee / account holder | $962 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |