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 | $96,311 | $89,753+7.3% | $107,525-10.4% | $84,808+13.6% |
| Participation rate | 89.5% | 68.1%+21.4pp | 75.1%+14.4pp | 68.3%+21.2pp |
| Annual return | 19.18% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $18,799 | $3,113+503.8% | $3,754+400.8% | $2,631+614.5% |
| Participant deferral / active EE | $1,655 | $4,056-59.2% | $5,116-67.6% | $4,212-60.7% |
| Admin fee / account holder | $7,331 | $7,222+1.5% | $8,919-17.8% | $7,344-0.2% |