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 8-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 | $44,661 | $108,912-59.0% | $100,383-55.5% | $145,959-69.4% |
| Participation rate | 84.6% | 83.0%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 0.00% | 57.96%-58.0pp | 49.26%-49.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,977 | $8,451-76.6% | $8,086-75.6% | $6,689-70.4% |
| Admin fee / account holder | $2,066 | $9,690-78.7% | $7,900-73.8% | $13,398-84.6% |