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 | $18,909 | $52,279-63.8% | $89,391-78.8% | $79,858-76.3% |
| Participation rate | 96.7% | 57.5%+39.2pp | 68.0%+28.8pp | 69.6%+27.1pp |
| Annual return | 12.39% | 22.16%-9.8pp | 245.62%-233.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,098 | $1,572-30.1% | $2,586-57.5% | $2,471-55.6% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $427 | $3,356-87.3% | $4,881-91.3% | $5,306-92.0% |