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 | $45,050 | $82,032-45.1% | $123,104-63.4% | $59,632-24.5% |
| Participation rate | 93.2% | 83.2%+10.0pp | 86.8%+6.5pp | 68.7%+24.6pp |
| Annual return | 0.06% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,043 | $3,297-68.4% | $5,151-79.8% | $2,203-52.7% |
| Participant deferral / active EE | $1,662 | $4,667-64.4% | $6,230-73.3% | $3,192-47.9% |
| Admin fee / account holder | $6,690 | $5,881+13.8% | $9,015-25.8% | $4,297+55.7% |