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 5-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 | $18,851 | $129,942-85.5% | $104,294-81.9% | $134,475-86.0% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -15.26% | 42.03%-57.3pp | 24.61%-39.9pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,863 | $4,184-7.7% | $3,372+14.6% | $4,740-18.5% |
| Participant deferral / active EE | $846 | $5,588-84.9% | $4,625-81.7% | $6,400-86.8% |
| Admin fee / account holder | $741 | $9,323-92.1% | $7,339-89.9% | $11,426-93.5% |