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 5-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 | $23,700 | $106,584-77.8% | $101,326-76.6% | $142,382-83.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.76% | 36.93%-17.2pp | 36.82%-17.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,814 | $3,956-54.1% | $3,665-50.5% | $4,299-57.8% |
| Participant deferral / active EE | $1,871 | $8,297-77.5% | $7,994-76.6% | $6,507-71.2% |
| Admin fee / account holder | $3,889 | $11,446-66.0% | $11,185-65.2% | $12,624-69.2% |