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 | $24,042 | $62,586-61.6% | $76,768-68.7% | $64,186-62.5% |
| Participation rate | 98.9% | 72.8%+26.1pp | 77.0%+22.0pp | 69.6%+29.4pp |
| Annual return | -4.62% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $698 | $1,832-61.9% | $2,485-71.9% | $2,381-70.7% |
| Participant deferral / active EE | $1,325 | $3,145-57.9% | $3,852-65.6% | $3,470-61.8% |
| Admin fee / account holder | $1,883 | $4,667-59.6% | $6,675-71.8% | $4,888-61.5% |