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 6-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 | $97,435 | $135,952-28.3% | $123,892-21.4% | $273,961-64.4% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 7.49% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $5,515 | $5,170+6.7% | $4,617+19.5% | $4,869+13.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,087 | $9,817-78.7% | $8,357-75.0% | $10,132-79.4% |