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 | $82,459 | $185,822-55.6% | $169,993-51.5% | $139,434-40.9% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | 15.53% | 60.50%-45.0pp | 53.37%-37.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $6,292 | $7,590-17.1% | $6,785-7.3% | $4,751+32.4% |
| Participant deferral / active EE | $2,173 | $11,622-81.3% | $10,408-79.1% | $6,710-67.6% |
| Admin fee / account holder | $3,015 | $15,381-80.4% | $12,815-76.5% | $11,403-73.6% |