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 | $81,505 | $61,660+32.2% | $80,019+1.9% | $64,186+27.0% |
| Participation rate | 88.9% | 71.7%+17.2pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | -5.18% | -0.33%-4.9pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,679 | $1,810+48.0% | $2,468+8.6% | $2,381+12.5% |
| Participant deferral / active EE | $1,105 | $2,968-62.8% | $3,686-70.0% | $3,470-68.2% |
| Admin fee / account holder | $732 | $5,417-86.5% | $6,521-88.8% | $4,888-85.0% |