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 | $63,690 | $165,335-61.5% | $149,696-57.5% | $158,922-59.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 10.58% | 348.15%-337.6pp | 276.60%-266.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,092 | $5,103-59.0% | $4,644-55.0% | $4,761-56.1% |
| Participant deferral / active EE | $2,254 | $7,181-68.6% | $6,842-67.1% | $5,982-62.3% |
| Admin fee / account holder | $4,064 | $10,807-62.4% | $9,309-56.3% | $11,246-63.9% |