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 | $84,095 | $95,971-12.4% | $74,550+12.8% | $135,375-37.9% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | 9.73% | 56.96%-47.2pp | 32.53%-22.8pp | 519.73%-510.0pp |
| Employer contribution / active EE | $1,500 | $2,716-44.8% | $1,961-23.5% | $4,779-68.6% |
| Participant deferral / active EE | $695 | $3,843-81.9% | $3,108-77.6% | $5,609-87.6% |
| Admin fee / account holder | $1,325 | $6,522-79.7% | $5,060-73.8% | $10,827-87.8% |