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 | $68,606 | $76,312-10.1% | $67,221+2.1% | $158,922-56.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.38% | 22.77%-14.4pp | 20.72%-12.3pp | 302.83%-294.4pp |
| Employer contribution / active EE | $4,624 | $4,476+3.3% | $3,723+24.2% | $4,761-2.9% |
| Participant deferral / active EE | $1,046 | $5,264-80.1% | $4,384-76.1% | $5,982-82.5% |
| Admin fee / account holder | $8,475 | $8,005+5.9% | $5,844+45.0% | $11,246-24.6% |