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 | $172,086 | $142,344+20.9% | $119,609+43.9% | $134,475+28.0% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.4pp | 81.2%+3.4pp |
| Annual return | -12.42% | -12.44%0pp | -14.97%+2.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,769 | $5,222-47.0% | $4,232-34.6% | $4,740-41.6% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,329 | $13,584-82.9% | $10,323-77.4% | $11,426-79.6% |