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 | $103,506 | $162,781-36.4% | $133,956-22.7% | $158,922-34.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 8.85% | 41.94%-33.1pp | 45.09%-36.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,307 | $4,975-73.7% | $3,919-66.6% | $4,761-72.5% |
| Participant deferral / active EE | $1,646 | $5,911-72.2% | $5,048-67.4% | $5,982-72.5% |
| Admin fee / account holder | $16,845 | $11,736+43.5% | $8,927+88.7% | $11,246+49.8% |