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 | $106,316 | $109,359-2.8% | $162,163-34.4% | $72,985+45.7% |
| Participation rate | 96.6% | 84.3%+12.3pp | 87.6%+9.0pp | 69.5%+27.1pp |
| Annual return | 22.10% | 25.46%-3.4pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $5,044 | $3,907+29.1% | $5,614-10.1% | $2,440+106.7% |
| Participant deferral / active EE | $2,164 | $5,481-60.5% | $7,298-70.3% | $3,607-40.0% |
| Admin fee / account holder | $2,470 | $7,972-69.0% | $10,843-77.2% | $5,124-51.8% |