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 9-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 | $57,641 | $100,754-42.8% | $86,677-33.5% | $134,475-57.1% |
| Participation rate | 82.4% | 78.9%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | 0.61% | 29.04%-28.4pp | 35.91%-35.3pp | 417.96%-417.4pp |
| Employer contribution / active EE | $1,326 | $3,489-62.0% | $2,836-53.3% | $4,740-72.0% |
| Participant deferral / active EE | $1,339 | $5,338-74.9% | $4,656-71.2% | $6,400-79.1% |
| Admin fee / account holder | $925 | $10,926-91.5% | $7,493-87.7% | $11,426-91.9% |