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 | $41,959 | $140,588-70.2% | $123,104-65.9% | $125,391-66.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -0.26% | 16.80%-17.1pp | 13.22%-13.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,300 | $6,041-78.5% | $5,151-74.8% | $4,866-73.3% |
| Participant deferral / active EE | $1,788 | $6,980-74.4% | $6,230-71.3% | $5,352-66.6% |
| Admin fee / account holder | $26,617 | $11,198+137.7% | $9,015+195.3% | $9,540+179.0% |