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 | $103,715 | $99,341+4.4% | $84,750+22.4% | $273,961-62.1% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 4.32% | 22.93%-18.6pp | 22.78%-18.5pp | 41.45%-37.1pp |
| Employer contribution / active EE | $10,417 | $4,214+147.2% | $3,574+191.4% | $4,869+114.0% |
| Participant deferral / active EE | $176 | $4,269-95.9% | $3,712-95.3% | $5,287-96.7% |
| Admin fee / account holder | $25,784 | $6,644+288.1% | $5,332+383.6% | $10,132+154.5% |