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 | $18,141 | $83,337-78.2% | $67,834-73.3% | $273,961-93.4% |
| Participation rate | 70.6% | 76.4%-5.8pp | 68.8%+1.8pp | 83.0%-12.4pp |
| Annual return | 5.84% | 259.45%-253.6pp | 138.47%-132.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $626 | $4,088-84.7% | $3,160-80.2% | $5,287-88.2% |
| Admin fee / account holder | $6,755 | $6,752+0.1% | $4,622+46.1% | $10,132-33.3% |