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 | $198,772 | $146,267+35.9% | $197,124+0.8% | $82,448+141.1% |
| Participation rate | 90.2% | 84.0%+6.2pp | 86.7%+3.5pp | 68.1%+22.1pp |
| Annual return | 14.67% | 29.61%-14.9pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,326 | $4,723-50.8% | $6,227-62.7% | $2,551-8.8% |
| Participant deferral / active EE | $2,606 | $7,035-62.9% | $9,135-71.5% | $4,139-37.0% |
| Admin fee / account holder | $10,501 | $14,422-27.2% | $16,298-35.6% | $7,234+45.2% |