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 | $32,230 | $81,460-60.4% | $103,333-68.8% | $80,856-60.1% |
| Participation rate | 92.7% | 66.8%+25.9pp | 74.5%+18.2pp | 67.6%+25.1pp |
| Annual return | 18.31% | 25.55%-7.2pp | 24.88%-6.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $4,377 | $3,105+41.0% | $3,868+13.2% | $2,755+58.9% |
| Participant deferral / active EE | $1,533 | $3,869-60.4% | $5,057-69.7% | $4,296-64.3% |
| Admin fee / account holder | $3,707 | $6,566-43.6% | $8,355-55.6% | $6,918-46.4% |