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 9-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 | $19,496 | $69,010-71.7% | $159,960-87.8% | $68,494-71.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -2.02% | -9.65%+7.6pp | 408.60%-410.6pp | -7.84%+5.8pp |
| Employer contribution / active EE | $1,298 | $2,213-41.3% | $4,226-69.3% | $2,596-50.0% |
| Participant deferral / active EE | $1,257 | $4,212-70.2% | $6,182-79.7% | $4,027-68.8% |
| Admin fee / account holder | $9,983 | $4,798+108.1% | $8,698+14.8% | $5,403+84.8% |