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 | $156,017 | $107,015+45.8% | $73,545+112.1% | $147,584+5.7% |
| Participation rate | 95.2% | 66.4%+28.9pp | 54.9%+40.3pp | 82.8%+12.4pp |
| Annual return | 16.41% | 38.25%-21.8pp | -15.16%+31.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,934 | $1,760+180.3% | $1,219+304.7% | $4,876+1.2% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,541 | $3,055-49.6% | $2,320-33.6% | $10,885-85.8% |