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 | $152,355 | $179,726-15.2% | $156,263-2.5% | $142,382+7.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 17.71% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,000 | $5,069+18.4% | $4,333+38.5% | $4,299+39.6% |
| Participant deferral / active EE | $1,703 | $6,956-75.5% | $6,158-72.3% | $6,507-73.8% |
| Admin fee / account holder | $2,849 | $17,272-83.5% | $14,255-80.0% | $12,624-77.4% |