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 | $111,935 | $239,571-53.3% | $183,328-38.9% | $137,256-18.4% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.2pp | 80.0%-1.4pp |
| Annual return | 18.04% | 35.69%-17.6pp | 29.67%-11.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,249 | $7,995-71.9% | $6,795-66.9% | $6,407-64.9% |
| Admin fee / account holder | $12,411 | $30,059-58.7% | $21,427-42.1% | $12,270+1.2% |