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 9-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 | $16,553 | $115,882-85.7% | $100,516-83.5% | $158,922-89.6% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 17.50% | 34.79%-17.3pp | 30.89%-13.4pp | 302.83%-285.3pp |
| Employer contribution / active EE | $747 | $4,103-81.8% | $3,418-78.1% | $4,761-84.3% |
| Participant deferral / active EE | $1,863 | $6,674-72.1% | $6,270-70.3% | $5,982-68.9% |
| Admin fee / account holder | $826 | $10,995-92.5% | $8,081-89.8% | $11,246-92.7% |