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 | $87,696 | $78,422+11.8% | $95,952-8.6% | $79,858+9.8% |
| Participation rate | 89.1% | 73.5%+15.6pp | 77.1%+12.0pp | 69.6%+19.5pp |
| Annual return | 26.98% | 19.37%+7.6pp | 91.61%-64.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $1,597 | $1,945-17.9% | $2,541-37.1% | $2,471-35.4% |
| Participant deferral / active EE | $1,481 | $3,440-56.9% | $4,167-64.5% | $3,740-60.4% |
| Admin fee / account holder | $7,572 | $5,622+34.7% | $6,795+11.4% | $5,306+42.7% |