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 | $90,223 | $167,484-46.1% | $151,611-40.5% | $134,475-32.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -14.50% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,917 | $6,829-71.9% | $6,166-68.9% | $4,740-59.5% |
| Participant deferral / active EE | $2,636 | $8,986-70.7% | $8,363-68.5% | $6,400-58.8% |
| Admin fee / account holder | $372 | $13,783-97.3% | $11,616-96.8% | $11,426-96.7% |