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 | $38,163 | $77,813-51.0% | $123,544-69.1% | $64,186-40.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.42% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $8,259 | $3,014+174.0% | $4,628+78.5% | $2,381+246.9% |
| Participant deferral / active EE | $2,098 | $5,240-60.0% | $6,426-67.3% | $3,470-39.5% |
| Admin fee / account holder | $360 | $5,519-93.5% | $9,284-96.1% | $4,888-92.6% |