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 | $38,064 | $99,032-61.6% | $80,019-52.4% | $135,375-71.9% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | -3.09% | 15.39%-18.5pp | 11.22%-14.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,000 | $3,043-67.1% | $2,468-59.5% | $4,779-79.1% |
| Participant deferral / active EE | $833 | $4,282-80.5% | $3,686-77.4% | $5,609-85.1% |
| Admin fee / account holder | $1,044 | $10,436-90.0% | $6,521-84.0% | $10,827-90.4% |