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 | $240,376 | $131,829+82.3% | $108,579+121.4% | $273,961-12.3% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.6%+15.4pp | 83.0%+12.0pp |
| Annual return | 13.82% | -91.57%+105.4pp | -51.70%+65.5pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,218 | $4,912-75.2% | $3,758-67.6% | $4,869-75.0% |
| Participant deferral / active EE | $1,401 | $5,127-72.7% | $4,311-67.5% | $5,287-73.5% |
| Admin fee / account holder | $1,596 | $10,252-84.4% | $7,645-79.1% | $10,132-84.3% |