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 | $43,959 | $85,766-48.7% | $136,294-67.7% | $70,131-37.3% |
| Participation rate | 80.6% | 74.2%+6.4pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 16.32% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $682 | $2,966-77.0% | $4,695-85.5% | $2,342-70.9% |
| Participant deferral / active EE | $1,945 | $5,051-61.5% | $6,247-68.9% | $3,332-41.6% |
| Admin fee / account holder | $1,893 | $5,420-65.1% | $9,243-79.5% | $4,645-59.3% |