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 | $185,637 | $203,436-8.7% | $152,466+21.8% | $167,490+10.8% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.2%+0.4pp | 82.1%-3.5pp |
| Annual return | 15.34% | 13.80%+1.5pp | 757.33%-742.0pp | 478.56%-463.2pp |
| Employer contribution / active EE | $4,376 | $5,220-16.2% | $4,327+1.1% | $4,837-9.5% |
| Participant deferral / active EE | $972 | $6,716-85.5% | $5,820-83.3% | $6,341-84.7% |
| Admin fee / account holder | $18,504 | $22,506-17.8% | $15,805+17.1% | $12,309+50.3% |