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 | $30,631 | $135,952-77.5% | $123,892-75.3% | $273,961-88.8% |
| Participation rate | 73.9% | 84.1%-10.2pp | 81.4%-7.5pp | 83.0%-9.1pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,880 | $6,343-70.4% | $5,984-68.6% | $5,287-64.4% |
| Admin fee / account holder | $5,648 | $9,817-42.5% | $8,357-32.4% | $10,132-44.3% |