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 | $15,816 | $75,828-79.1% | $147,614-89.3% | $59,632-73.5% |
| Participation rate | 88.4% | 71.6%+16.8pp | 84.6%+3.8pp | 68.7%+19.7pp |
| Annual return | 1.89% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,329 | $3,485-61.9% | $5,564-76.1% | $2,203-39.7% |
| Participant deferral / active EE | $633 | $3,130-79.8% | $4,895-87.1% | $3,192-80.2% |
| Admin fee / account holder | $5,738 | $5,985-4.1% | $11,611-50.6% | $4,297+33.5% |