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 | $59,661 | $131,829-54.7% | $108,579-45.1% | $273,961-78.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 7.88% | -91.57%+99.5pp | -51.70%+59.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,228 | $4,912-75.0% | $3,758-67.3% | $4,869-74.8% |
| Participant deferral / active EE | $37 | $5,127-99.3% | $4,311-99.1% | $5,287-99.3% |
| Admin fee / account holder | $1,749 | $10,252-82.9% | $7,645-77.1% | $10,132-82.7% |