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 | $77,098 | $81,900-5.9% | $119,609-35.5% | $68,494+12.6% |
| Participation rate | 81.3% | 71.9%+9.4pp | 79.3%+2.0pp | 67.9%+13.4pp |
| Annual return | -18.41% | -23.82%+5.4pp | -14.97%-3.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $771 | $2,693-71.4% | $4,232-81.8% | $2,596-70.3% |
| Participant deferral / active EE | $614 | $4,148-85.2% | $5,602-89.0% | $4,027-84.8% |
| Admin fee / account holder | $1,793 | $6,582-72.8% | $10,323-82.6% | $5,403-66.8% |