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 | $76,647 | $58,627+30.7% | $76,735-0.1% | $82,448-7.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 13.40% | 39.10%-25.7pp | 29.77%-16.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $3,030 | $1,729+75.2% | $2,454+23.5% | $2,551+18.8% |
| Participant deferral / active EE | $596 | $3,134-81.0% | $4,088-85.4% | $4,139-85.6% |
| Admin fee / account holder | $551 | $5,323-89.6% | $7,189-92.3% | $7,234-92.4% |