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 | $169,760 | $82,032+106.9% | $123,104+37.9% | $59,632+184.7% |
| Participation rate | 82.4% | 83.2%-0.8pp | 86.8%-4.4pp | 68.7%+13.7pp |
| Annual return | 3.46% | 5.12%-1.7pp | 13.22%-9.8pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $2,074 | $3,297-37.1% | $5,151-59.7% | $2,203-5.9% |
| Participant deferral / active EE | $2,013 | $4,667-56.9% | $6,230-67.7% | $3,192-36.9% |
| Admin fee / account holder | $18,046 | $5,881+206.9% | $9,015+100.2% | $4,297+320.0% |