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 | $67,601 | $132,239-48.9% | $105,722-36.1% | $273,961-75.3% |
| Participation rate | 94.7% | 83.2%+11.5pp | 78.9%+15.8pp | 83.0%+11.7pp |
| Annual return | 2.26% | 10.07%-7.8pp | 12.25%-10.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,911 | $4,867-60.7% | $4,079-53.2% | $4,869-60.8% |
| Participant deferral / active EE | $1,177 | $6,233-81.1% | $5,326-77.9% | $5,287-77.7% |
| Admin fee / account holder | $15,030 | $12,032+24.9% | $8,308+80.9% | $10,132+48.3% |