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 | $186,340 | $86,929+114.4% | $102,423+81.9% | $80,856+130.5% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.3pp |
| Annual return | 11.94% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $774 | $2,369-67.4% | $3,023-74.4% | $2,755-71.9% |
| Participant deferral / active EE | $1,262 | $4,118-69.4% | $5,053-75.0% | $4,296-70.6% |
| Admin fee / account holder | $4,978 | $8,049-38.2% | $9,451-47.3% | $6,918-28.0% |