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 | $139,687 | $142,344-1.9% | $119,609+16.8% | $134,475+3.9% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -18.69% | -12.44%-6.3pp | -14.97%-3.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,557 | $5,222-70.2% | $4,232-63.2% | $4,740-67.1% |
| Participant deferral / active EE | $189 | $6,469-97.1% | $5,602-96.6% | $6,400-97.0% |
| Admin fee / account holder | $1,422 | $13,584-89.5% | $10,323-86.2% | $11,426-87.6% |