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 | $55,371 | $62,586-11.5% | $76,768-27.9% | $64,186-13.7% |
| Participation rate | 72.3% | 72.8%-0.5pp | 77.0%-4.6pp | 69.6%+2.8pp |
| Annual return | -6.34% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,344 | $3,145-57.3% | $3,852-65.1% | $3,470-61.3% |
| Admin fee / account holder | $3,720 | $4,667-20.3% | $6,675-44.3% | $4,888-23.9% |