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 | $52,665 | $228,332-76.9% | $185,823-71.7% | $158,922-66.9% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 15.44% | 40.80%-25.4pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $4,151 | $4,967-16.4% | $4,087+1.5% | $4,761-12.8% |
| Participant deferral / active EE | $847 | $6,415-86.8% | $5,632-85.0% | $5,982-85.8% |
| Admin fee / account holder | $9,409 | $11,864-20.7% | $9,500-1.0% | $11,246-16.3% |