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 | $58,013 | $45,073+28.7% | $69,455-16.5% | $72,985-20.5% |
| Participation rate | 92.3% | 68.5%+23.8pp | 74.6%+17.7pp | 69.5%+22.8pp |
| Annual return | 7.10% | 22.65%-15.5pp | 28.97%-21.9pp | 81.00%-73.9pp |
| Employer contribution / active EE | $9,808 | $2,054+377.5% | $2,779+252.9% | $2,440+302.0% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $960 | $3,056-68.6% | $3,839-75.0% | $5,124-81.3% |