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 | $71,898 | $67,411+6.7% | $91,001-21.0% | $70,131+2.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.14% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,940 | $1,786+8.6% | $2,456-21.0% | $2,342-17.2% |
| Participant deferral / active EE | $820 | $2,823-71.0% | $3,547-76.9% | $3,332-75.4% |
| Admin fee / account holder | $3,192 | $4,236-24.7% | $5,417-41.1% | $4,645-31.3% |