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 | $220,692 | $217,402+1.5% | $185,823+18.8% | $167,490+31.8% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 9.84% | 148.36%-138.5pp | 122.05%-112.2pp | 478.56%-468.7pp |
| Employer contribution / active EE | $3,815 | $5,873-35.0% | $5,167-26.2% | $4,837-21.1% |
| Participant deferral / active EE | $1,097 | $6,356-82.7% | $5,568-80.3% | $6,341-82.7% |
| Admin fee / account holder | $32,851 | $19,811+65.8% | $16,237+102.3% | $12,309+166.9% |