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 | $47,629 | $136,307-65.1% | $106,619-55.3% | $273,961-82.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 12.71% | 11.05%+1.7pp | 9.42%+3.3pp | 41.45%-28.7pp |
| Employer contribution / active EE | $4,952 | $5,190-4.6% | $3,947+25.5% | $4,869+1.7% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,320 | $8,625-84.7% | $6,418-79.4% | $10,132-87.0% |