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 | $192,624 | $148,978+29.3% | $200,582-4.0% | $84,808+127.1% |
| Participation rate | 85.0% | 84.2%+0.8pp | 86.9%-1.9pp | 68.3%+16.7pp |
| Annual return | 15.93% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,027 | $4,815-37.1% | $6,419-52.8% | $2,631+15.1% |
| Participant deferral / active EE | $2,588 | $7,142-63.8% | $9,331-72.3% | $4,212-38.6% |
| Admin fee / account holder | $332 | $13,977-97.6% | $16,305-98.0% | $7,344-95.5% |