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 | $95,454 | $178,174-46.4% | $156,181-38.9% | $137,256-30.5% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.8%-8.2pp | 80.0%-9.4pp |
| Annual return | 15.70% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,328 | $6,888-80.7% | $6,132-78.3% | $6,407-79.3% |
| Admin fee / account holder | $10,041 | $17,404-42.3% | $14,586-31.2% | $12,270-18.2% |