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 | $108,700 | $99,341+9.4% | $84,750+28.3% | $273,961-60.3% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.6%+18.9pp | 83.0%+12.4pp |
| Annual return | 7.34% | 22.93%-15.6pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,413 | $4,214-66.5% | $3,574-60.5% | $4,869-71.0% |
| Participant deferral / active EE | $612 | $4,269-85.7% | $3,712-83.5% | $5,287-88.4% |
| Admin fee / account holder | $3,279 | $6,644-50.6% | $5,332-38.5% | $10,132-67.6% |