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 | $24,622 | $92,222-73.3% | $76,768-67.9% | $135,375-81.8% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | -6.58% | 5.46%-12.0pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,214 | $3,216-62.2% | $2,485-51.1% | $4,779-74.6% |
| Participant deferral / active EE | $591 | $4,509-86.9% | $3,852-84.6% | $5,609-89.5% |
| Admin fee / account holder | $4,928 | $10,748-54.2% | $6,675-26.2% | $10,827-54.5% |