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 | $183,206 | $89,753+104.1% | $107,525+70.4% | $84,808+116.0% |
| Participation rate | 70.3% | 68.1%+2.2pp | 75.1%-4.8pp | 68.3%+2.0pp |
| Annual return | 14.06% | 29.48%-15.4pp | 181.32%-167.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $8,433 | $3,113+170.9% | $3,754+124.7% | $2,631+220.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,282 | $7,222-54.6% | $8,919-63.2% | $7,344-55.3% |