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 | $45,056 | $82,664-45.5% | $125,339-64.1% | $68,494-34.2% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -17.51% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,205 | $3,381-64.3% | $4,814-75.0% | $2,596-53.6% |
| Participant deferral / active EE | $1,837 | $6,110-69.9% | $7,446-75.3% | $4,027-54.4% |
| Admin fee / account holder | $1,103 | $6,275-82.4% | $10,010-89.0% | $5,403-79.6% |