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 7-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 | $116,389 | $136,307-14.6% | $177,821-34.5% | $73,488+58.4% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.7%+11.3pp | 70.7%+28.3pp |
| Annual return | 20.65% | 18.68%+2.0pp | 48.32%-27.7pp | 28.51%-7.9pp |
| Employer contribution / active EE | $1,635 | $3,712-56.0% | $5,918-72.4% | $2,270-28.0% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,357 | $596+127.8% | $12,427-89.1% | $513+164.5% |