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 | $42,952 | $100,041-57.1% | $149,718-71.3% | $70,131-38.8% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 13.88% | 27.43%-13.6pp | 1501.63%-1487.7pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,463 | $3,662-60.1% | $5,445-73.1% | $2,342-37.6% |
| Participant deferral / active EE | $1,237 | $4,983-75.2% | $6,569-81.2% | $3,332-62.9% |
| Admin fee / account holder | $3,793 | $8,286-54.2% | $11,283-66.4% | $4,645-18.4% |