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 | $54,514 | $59,107-7.8% | $86,436-36.9% | $68,494-20.4% |
| Participation rate | 94.3% | 75.2%+19.0pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -11.80% | -0.23%-11.6pp | 4394.89%-4406.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,239 | $2,519-50.8% | $3,769-67.1% | $2,596-52.3% |
| Participant deferral / active EE | $1,239 | $5,901-79.0% | $6,952-82.2% | $4,027-69.2% |
| Admin fee / account holder | $1,270 | $5,637-77.5% | $6,731-81.1% | $5,403-76.5% |