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 | $209,184 | $167,307+25.0% | $143,757+45.5% | $134,475+55.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.13% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,125 | $5,619-26.6% | $4,951-16.7% | $4,740-13.0% |
| Participant deferral / active EE | $2,062 | $6,446-68.0% | $5,637-63.4% | $6,400-67.8% |
| Admin fee / account holder | $67,634 | $18,088+273.9% | $14,673+360.9% | $11,426+491.9% |