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 | $81,402 | $83,477-2.5% | $125,175-35.0% | $72,985+11.5% |
| Participation rate | 81.6% | 73.3%+8.3pp | 79.8%+1.8pp | 69.5%+12.1pp |
| Annual return | 134.89% | 25.78%+109.1pp | 43.79%+91.1pp | 81.00%+53.9pp |
| Employer contribution / active EE | $2,355 | $2,345+0.4% | $3,865-39.1% | $2,440-3.5% |
| Participant deferral / active EE | $1,277 | $3,585-64.4% | $4,937-74.1% | $3,607-64.6% |
| Admin fee / account holder | $4,375 | $5,517-20.7% | $9,702-54.9% | $5,124-14.6% |