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 | $173,941 | $165,335+5.2% | $149,696+16.2% | $158,922+9.5% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 16.29% | 348.15%-331.9pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $11,752 | $5,103+130.3% | $4,644+153.1% | $4,761+146.8% |
| Participant deferral / active EE | $323 | $7,181-95.5% | $6,842-95.3% | $5,982-94.6% |
| Admin fee / account holder | $2,839 | $10,807-73.7% | $9,309-69.5% | $11,246-74.8% |