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 7-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 | $104,498 | $89,698+16.5% | $103,476+1.0% | $80,856+29.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 11.98% | 22.78%-10.8pp | 23.90%-11.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,374 | $4,018+33.7% | $4,672+15.0% | $2,755+95.1% |
| Participant deferral / active EE | $1,714 | $5,456-68.6% | $6,623-74.1% | $4,296-60.1% |
| Admin fee / account holder | $2,599 | $6,768-61.6% | $9,413-72.4% | $6,918-62.4% |