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 | $52,479 | $123,793-57.6% | $177,821-70.5% | $79,858-34.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.07% | 22.82%-1.8pp | 48.32%-27.3pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,684 | $4,095-58.9% | $5,918-71.5% | $2,471-31.8% |
| Participant deferral / active EE | $2,048 | $5,956-65.6% | $7,714-73.5% | $3,740-45.3% |
| Admin fee / account holder | $880 | $7,243-87.8% | $12,427-92.9% | $5,306-83.4% |