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 6-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 | $9,102 | $76,407-88.1% | $150,298-93.9% | $82,448-89.0% |
| Participation rate | 84.5% | 66.4%+18.1pp | 77.8%+6.7pp | 68.1%+16.4pp |
| Annual return | 14.71% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $802 | $2,614-69.3% | $4,154-80.7% | $2,551-68.5% |
| Participant deferral / active EE | $326 | $3,214-89.8% | $5,453-94.0% | $4,139-92.1% |
| Admin fee / account holder | $1,112 | $6,352-82.5% | $14,116-92.1% | $7,234-84.6% |