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 | $67,249 | $181,894-63.0% | $156,549-57.0% | $273,961-75.5% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 9.49% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $4,874 | $6,248-22.0% | $5,501-11.4% | $4,869+0.1% |
| Participant deferral / active EE | $1,577 | $5,550-71.6% | $4,871-67.6% | $5,287-70.2% |
| Admin fee / account holder | $1,465 | $15,559-90.6% | $13,027-88.8% | $10,132-85.5% |