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 | $163,472 | $126,574+29.2% | $106,213+53.9% | $145,922+12.0% |
| Participation rate | 85.0% | 77.6%+7.4pp | 75.3%+9.7pp | 80.3%+4.7pp |
| Annual return | 12.66% | 224.79%-212.1pp | 116.14%-103.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,387 | $5,724-75.8% | $5,016-72.3% | $6,688-79.3% |
| Admin fee / account holder | $933 | $17,304-94.6% | $11,033-91.5% | $13,397-93.0% |