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 | $28,943 | $48,364-40.2% | $71,796-59.7% | $62,891-54.0% |
| Participation rate | 81.8% | 60.6%+21.2pp | 69.1%+12.7pp | 69.3%+12.5pp |
| Annual return | 8.54% | 13.16%-4.6pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $659 | $1,042-36.7% | $1,924-65.7% | $2,281-71.1% |
| Participant deferral / active EE | $853 | $2,091-59.2% | $2,794-69.5% | $3,203-73.4% |
| Admin fee / account holder | $753 | $3,771-80.0% | $4,815-84.4% | $4,296-82.5% |