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 | $72,080 | $123,793-41.8% | $177,821-59.5% | $79,858-9.7% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.3pp | 69.6%+18.4pp |
| Annual return | 14.35% | 22.82%-8.5pp | 48.32%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,244 | $4,095-45.2% | $5,918-62.1% | $2,471-9.2% |
| Participant deferral / active EE | $2,526 | $5,956-57.6% | $7,714-67.3% | $3,740-32.5% |
| Admin fee / account holder | $3,192 | $7,243-55.9% | $12,427-74.3% | $5,306-39.8% |