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 | $74,396 | $77,896-4.5% | $134,172-44.6% | $82,448-9.8% |
| Participation rate | 93.9% | 62.8%+31.2pp | 72.5%+21.5pp | 68.1%+25.9pp |
| Annual return | 17.22% | 18.21%-1.0pp | 25.30%-8.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,582 | $2,159-26.7% | $3,420-53.7% | $2,551-38.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,782 | $6,336-71.9% | $12,016-85.2% | $7,234-75.4% |