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 | $182,191 | $201,272-9.5% | $184,203-1.1% | $145,922+24.9% |
| Participation rate | 79.2% | 87.5%-8.3pp | 86.8%-7.7pp | 80.3%-1.1pp |
| Annual return | 12.29% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,595 | $9,806-83.7% | $9,131-82.5% | $6,688-76.2% |
| Admin fee / account holder | $91,300 | $16,364+457.9% | $13,901+556.8% | $13,397+581.5% |