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 | $146,455 | $78,422+86.8% | $95,952+52.6% | $79,858+83.4% |
| Participation rate | 70.2% | 73.5%-3.2pp | 77.1%-6.8pp | 69.6%+0.6pp |
| Annual return | 13.11% | 19.37%-6.3pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,168 | $1,945+11.5% | $2,541-14.7% | $2,471-12.2% |
| Participant deferral / active EE | $1,090 | $3,440-68.3% | $4,167-73.8% | $3,740-70.8% |
| Admin fee / account holder | $8,983 | $5,622+59.8% | $6,795+32.2% | $5,306+69.3% |