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 | $42,837 | $118,680-63.9% | $98,907-56.7% | $158,922-73.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.16% | 372.35%-357.2pp | 196.43%-181.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $548 | $3,333-83.5% | $2,689-79.6% | $4,761-88.5% |
| Participant deferral / active EE | $1,240 | $5,088-75.6% | $4,244-70.8% | $5,982-79.3% |
| Admin fee / account holder | $9,043 | $10,131-10.7% | $6,642+36.2% | $11,246-19.6% |