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 | $80,897 | $109,359-26.0% | $162,163-50.1% | $72,985+10.8% |
| Participation rate | 96.6% | 84.3%+12.3pp | 87.6%+9.0pp | 69.5%+27.1pp |
| Annual return | 19.22% | 25.46%-6.2pp | 115.59%-96.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,776 | $3,907+22.2% | $5,614-14.9% | $2,440+95.7% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,525 | $7,972-18.1% | $10,843-39.8% | $5,124+27.3% |