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 | $157,163 | $131,829+19.2% | $108,579+44.7% | $273,961-42.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.90% | -91.57%+95.5pp | -51.70%+55.6pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,040 | $4,912-78.8% | $3,758-72.3% | $4,869-78.6% |
| Participant deferral / active EE | $1,040 | $5,127-79.7% | $4,311-75.9% | $5,287-80.3% |
| Admin fee / account holder | $9,183 | $10,252-10.4% | $7,645+20.1% | $10,132-9.4% |