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 | $45,425 | $127,386-64.3% | $115,037-60.5% | $125,391-63.8% |
| Participation rate | 73.3% | 84.2%-10.8pp | 81.4%-8.0pp | 83.2%-9.9pp |
| Annual return | -0.32% | 31.28%-31.6pp | 26.14%-26.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,291 | $5,166-75.0% | $4,608-72.0% | $4,866-73.5% |
| Participant deferral / active EE | $1,873 | $6,423-70.8% | $6,026-68.9% | $5,352-65.0% |
| Admin fee / account holder | $1,963 | $9,516-79.4% | $8,175-76.0% | $9,540-79.4% |