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 | $77,069 | $167,484-54.0% | $151,611-49.2% | $134,475-42.7% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -7.73% | 7.80%-15.5pp | 3.33%-11.1pp | 417.96%-425.7pp |
| Employer contribution / active EE | $1,888 | $6,829-72.4% | $6,166-69.4% | $4,740-60.2% |
| Participant deferral / active EE | $2,678 | $8,986-70.2% | $8,363-68.0% | $6,400-58.2% |
| Admin fee / account holder | $3,157 | $13,783-77.1% | $11,616-72.8% | $11,426-72.4% |