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 | $65,802 | $153,772-57.2% | $133,980-50.9% | $273,961-76.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.55% | 36.51%-24.0pp | 29.30%-16.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $1,742 | $6,029-71.1% | $5,211-66.6% | $4,869-64.2% |
| Participant deferral / active EE | $1,741 | $6,958-75.0% | $6,282-72.3% | $5,287-67.1% |
| Admin fee / account holder | $1,718 | $11,765-85.4% | $9,324-81.6% | $10,132-83.0% |