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 9-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 | $60,204 | $124,425-51.6% | $112,040-46.3% | $137,256-56.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.59% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,167 | $3,411-36.5% | $2,954-26.6% | $4,156-47.9% |
| Participant deferral / active EE | $1,439 | $5,718-74.8% | $5,098-71.8% | $6,407-77.5% |
| Admin fee / account holder | $942 | $15,207-93.8% | $12,098-92.2% | $12,270-92.3% |