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 | $96,700 | $81,900+18.1% | $119,609-19.2% | $68,494+41.2% |
| Participation rate | 80.4% | 71.9%+8.5pp | 79.3%+1.2pp | 67.9%+12.5pp |
| Annual return | 5.10% | -23.82%+28.9pp | -14.97%+20.1pp | -7.84%+12.9pp |
| Employer contribution / active EE | $4,627 | $2,693+71.8% | $4,232+9.3% | $2,596+78.2% |
| Participant deferral / active EE | $1,503 | $4,148-63.8% | $5,602-73.2% | $4,027-62.7% |
| Admin fee / account holder | $7,185 | $6,582+9.2% | $10,323-30.4% | $5,403+33.0% |