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 | $51,670 | $157,256-67.1% | $141,162-63.4% | $152,861-66.2% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 19.45% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $3,202 | $5,261-39.1% | $4,735-32.4% | $4,762-32.8% |
| Participant deferral / active EE | $1,669 | $7,109-76.5% | $6,709-75.1% | $5,850-71.5% |
| Admin fee / account holder | $6,860 | $12,120-43.4% | $10,261-33.1% | $11,596-40.8% |