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 | $24,333 | $111,724-78.2% | $93,606-74.0% | $145,922-83.3% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.1pp |
| Annual return | 7.98% | 202.98%-195.0pp | 133.20%-125.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,232 | $3,090-60.1% | $2,420-49.1% | $4,660-73.5% |
| Participant deferral / active EE | $245 | $4,912-95.0% | $4,411-94.4% | $6,688-96.3% |
| Admin fee / account holder | $1,837 | $10,250-82.1% | $8,285-77.8% | $13,397-86.3% |