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 | $216,725 | $180,028+20.4% | $138,135+56.9% | $158,922+36.4% |
| Participation rate | 85.7% | 82.2%+3.5pp | 78.7%+7.0pp | 82.0%+3.8pp |
| Annual return | 21.70% | 21.68%0pp | 20.51%+1.2pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,335 | $7,470-68.7% | $5,587-58.2% | $4,761-51.0% |
| Participant deferral / active EE | $500 | $7,717-93.5% | $6,431-92.2% | $5,982-91.6% |
| Admin fee / account holder | $10,704 | $17,912-40.2% | $11,856-9.7% | $11,246-4.8% |