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 | $93,256 | $100,041-6.8% | $149,718-37.7% | $70,131+33.0% |
| Participation rate | 77.4% | 83.6%-6.2pp | 87.1%-9.6pp | 69.5%+7.9pp |
| Annual return | 14.21% | 27.43%-13.2pp | 1501.63%-1487.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,799 | $4,983-63.9% | $6,569-72.6% | $3,332-46.0% |
| Admin fee / account holder | $20,120 | $8,286+142.8% | $11,283+78.3% | $4,645+333.1% |