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 | $67,976 | $101,724-33.2% | $164,813-58.8% | $80,856-15.9% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.6%+5.7pp |
| Annual return | 12.82% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,516 | $2,953+19.1% | $4,341-19.0% | $2,755+27.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,259 | $8,227+0.4% | $12,690-34.9% | $6,918+19.4% |