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 | $76,312 | $56,484+35.1% | $169,463-55.0% | $64,186+18.9% |
| Participation rate | 98.9% | 64.5%+34.4pp | 77.8%+21.2pp | 69.6%+29.4pp |
| Annual return | 3.33% | -1.55%+4.9pp | 1.83%+1.5pp | 7.63%-4.3pp |
| Employer contribution / active EE | $4,377 | $1,832+138.8% | $4,159+5.2% | $2,381+83.8% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,310 | $4,174-44.6% | $9,109-74.6% | $4,888-52.7% |