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 7-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 | $81,636 | $112,096-27.2% | $95,952-14.9% | $158,922-48.6% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 22.34% | 171.09%-148.8pp | 91.61%-69.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $888 | $3,198-72.2% | $2,541-65.0% | $4,761-81.3% |
| Participant deferral / active EE | $963 | $4,784-79.9% | $4,167-76.9% | $5,982-83.9% |
| Admin fee / account holder | $5,239 | $10,130-48.3% | $6,795-22.9% | $11,246-53.4% |