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 | $210,134 | $97,044+116.5% | $83,333+152.2% | $135,375+55.2% |
| Participation rate | 77.8% | 80.4%-2.6pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -2.70% | 12.31%-15.0pp | 10.63%-13.3pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,819 | $4,143-32.0% | $3,379-16.6% | $4,779-41.0% |
| Participant deferral / active EE | $147 | $5,964-97.5% | $5,565-97.4% | $5,609-97.4% |
| Admin fee / account holder | $9,120 | $8,380+8.8% | $7,510+21.4% | $10,827-15.8% |