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 | $19,111 | $54,229-64.8% | $70,092-72.7% | $68,494-72.1% |
| Participation rate | 80.0% | 64.5%+15.5pp | 70.5%+9.5pp | 67.9%+12.1pp |
| Annual return | -17.68% | -13.87%-3.8pp | 190.73%-208.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,028 | $2,018-49.1% | $2,559-59.8% | $2,596-60.4% |
| Participant deferral / active EE | $328 | $2,956-88.9% | $3,849-91.5% | $4,027-91.9% |
| Admin fee / account holder | $1,554 | $4,694-66.9% | $6,267-75.2% | $5,403-71.2% |