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 | $164,386 | $157,256+4.5% | $141,162+16.5% | $152,861+7.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 27.35% | 64.32%-37.0pp | 71.39%-44.0pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,869 | $5,261-64.5% | $4,735-60.5% | $4,762-60.8% |
| Participant deferral / active EE | $1,446 | $7,109-79.7% | $6,709-78.4% | $5,850-75.3% |
| Admin fee / account holder | $3,438 | $12,120-71.6% | $10,261-66.5% | $11,596-70.4% |