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 | $110,507 | $175,202-36.9% | $149,673-26.2% | $139,434-20.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.55% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,372 | $5,474-74.9% | $4,818-71.5% | $4,751-71.1% |
| Participant deferral / active EE | $1,408 | $6,519-78.4% | $5,680-75.2% | $6,710-79.0% |
| Admin fee / account holder | $878 | $16,150-94.6% | $13,210-93.4% | $11,403-92.3% |