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 6-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 | $61,667 | $86,699-28.9% | $73,307-15.9% | $125,391-50.8% |
| Participation rate | 93.8% | 78.6%+15.1pp | 74.9%+18.8pp | 83.2%+10.6pp |
| Annual return | 0.06% | 2.78%-2.7pp | 5.67%-5.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $6,284 | $4,152+51.3% | $3,237+94.1% | $4,866+29.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,585 | $7,771+36.2% | $5,637+87.8% | $9,540+11.0% |