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 | $46,032 | $81,900-43.8% | $119,609-61.5% | $68,494-32.8% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -18.54% | -23.82%+5.3pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,130 | $2,693-20.9% | $4,232-49.7% | $2,596-18.0% |
| Participant deferral / active EE | $1,656 | $4,148-60.1% | $5,602-70.4% | $4,027-58.9% |
| Admin fee / account holder | $1,179 | $6,582-82.1% | $10,323-88.6% | $5,403-78.2% |