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 | $26,340 | $80,673-67.3% | $101,326-74.0% | $84,808-68.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 16.82% | 38.95%-22.1pp | 36.82%-20.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $344 | $2,698-87.2% | $3,665-90.6% | $2,631-86.9% |
| Participant deferral / active EE | $903 | $6,840-86.8% | $7,994-88.7% | $4,212-78.6% |
| Admin fee / account holder | $956 | $12,784-92.5% | $11,185-91.5% | $7,344-87.0% |