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 | $26,356 | $115,882-77.3% | $100,516-73.8% | $158,922-83.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.67% | 34.79%-23.1pp | 30.89%-19.2pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,439 | $4,103-64.9% | $3,418-57.9% | $4,761-69.8% |
| Participant deferral / active EE | $597 | $6,674-91.1% | $6,270-90.5% | $5,982-90.0% |
| Admin fee / account holder | $511 | $10,995-95.4% | $8,081-93.7% | $11,246-95.5% |