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 | $65,963 | $167,484-60.6% | $151,611-56.5% | $134,475-50.9% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -12.99% | 7.80%-20.8pp | 3.33%-16.3pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,675 | $6,829-75.5% | $6,166-72.8% | $4,740-64.7% |
| Participant deferral / active EE | $3,233 | $8,986-64.0% | $8,363-61.3% | $6,400-49.5% |
| Admin fee / account holder | $5,706 | $13,783-58.6% | $11,616-50.9% | $11,426-50.1% |