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 6-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 | $90,938 | $72,404+25.6% | $110,238-17.5% | $64,186+41.7% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -6.55% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,420 | $2,282+6.1% | $3,826-36.8% | $2,381+1.6% |
| Participant deferral / active EE | $1,161 | $3,469-66.5% | $4,672-75.1% | $3,470-66.5% |
| Admin fee / account holder | $858 | $5,664-84.9% | $8,547-90.0% | $4,888-82.5% |