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 | $83,496 | $181,894-54.1% | $156,549-46.7% | $273,961-69.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.53% | 30.74%-12.2pp | 32.23%-13.7pp | 41.45%-22.9pp |
| Employer contribution / active EE | $1,395 | $6,248-77.7% | $5,501-74.6% | $4,869-71.3% |
| Participant deferral / active EE | $1,395 | $5,550-74.9% | $4,871-71.4% | $5,287-73.6% |
| Admin fee / account holder | $1,564 | $15,559-90.0% | $13,027-88.0% | $10,132-84.6% |