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 | $34,130 | $87,841-61.1% | $133,980-74.5% | $62,891-45.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 87.1%-15.6pp | 69.3%+2.1pp |
| Annual return | 5.95% | 12.05%-6.1pp | 29.30%-23.4pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,572 | $3,483-54.9% | $5,211-69.8% | $2,281-31.1% |
| Participant deferral / active EE | $1,901 | $4,812-60.5% | $6,282-69.7% | $3,203-40.7% |
| Admin fee / account holder | $3,934 | $5,371-26.8% | $9,324-57.8% | $4,296-8.4% |