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 | $41,660 | $62,586-33.4% | $76,768-45.7% | $64,186-35.1% |
| Participation rate | 98.2% | 72.8%+25.4pp | 77.0%+21.2pp | 69.6%+28.6pp |
| Annual return | -2.37% | -1.95%-0.4pp | 2.43%-4.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $4,438 | $1,832+142.2% | $2,485+78.6% | $2,381+86.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,175 | $4,667-32.0% | $6,675-52.4% | $4,888-35.1% |