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 | $87,674 | $99,341-11.7% | $84,750+3.4% | $273,961-68.0% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.6%+18.9pp | 83.0%+12.4pp |
| Annual return | 7.97% | 22.93%-15.0pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $13,609 | $4,214+223.0% | $3,574+280.8% | $4,869+179.5% |
| Participant deferral / active EE | $325 | $4,269-92.4% | $3,712-91.2% | $5,287-93.9% |
| Admin fee / account holder | $1,387 | $6,644-79.1% | $5,332-74.0% | $10,132-86.3% |