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 7-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 | $32,751 | $100,754-67.5% | $86,677-62.2% | $134,475-75.6% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -15.25% | 29.04%-44.3pp | 35.91%-51.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,313 | $3,489-33.7% | $2,836-18.5% | $4,740-51.2% |
| Participant deferral / active EE | $1,539 | $5,338-71.2% | $4,656-66.9% | $6,400-76.0% |
| Admin fee / account holder | $793 | $10,926-92.7% | $7,493-89.4% | $11,426-93.1% |