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 4-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 | $2,287 | $25,014-90.9% | $69,647-96.7% | $80,856-97.2% |
| Participation rate | 96.1% | 64.2%+31.8pp | 66.5%+29.6pp | 67.6%+28.4pp |
| Annual return | 13.91% | 19.07%-5.2pp | 100.48%-86.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,139 | $993+14.7% | $1,712-33.5% | $2,755-58.7% |
| Participant deferral / active EE | $277 | $1,839-84.9% | $2,886-90.4% | $4,296-93.6% |
| Admin fee / account holder | $395 | $2,488-84.1% | $4,713-91.6% | $6,918-94.3% |