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 9-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 | $32,858 | $72,404-54.6% | $110,238-70.2% | $64,186-48.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.71% | -6.29%+1.6pp | 314.74%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,531 | $2,282-32.9% | $3,826-60.0% | $2,381-35.7% |
| Participant deferral / active EE | $1,201 | $3,469-65.4% | $4,672-74.3% | $3,470-65.4% |
| Admin fee / account holder | $3,277 | $5,664-42.1% | $8,547-61.7% | $4,888-33.0% |