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 | $23,374 | $76,552-69.5% | $123,892-81.1% | $62,891-62.8% |
| Participation rate | 74.2% | 73.0%+1.3pp | 81.4%-7.2pp | 69.3%+4.9pp |
| Annual return | 6.72% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,165 | $2,883+9.8% | $4,617-31.5% | $2,281+38.8% |
| Participant deferral / active EE | $596 | $4,840-87.7% | $5,984-90.0% | $3,203-81.4% |
| Admin fee / account holder | $2,688 | $4,826-44.3% | $8,357-67.8% | $4,296-37.4% |