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 8-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 | $86,783 | $106,515-18.5% | $96,683-10.2% | $139,434-37.8% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 13.66% | 38.43%-24.8pp | 35.69%-22.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,199 | $5,454-78.0% | $4,878-75.4% | $6,710-82.1% |
| Admin fee / account holder | $14,997 | $7,877+90.4% | $6,730+122.9% | $11,403+31.5% |