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 | $73,688 | $99,640-26.0% | $86,436-14.7% | $134,475-45.2% |
| Participation rate | 77.8% | 82.0%-4.3pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -19.37% | 6782.58%-6801.9pp | 4394.89%-4414.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $685 | $4,400-84.4% | $3,769-81.8% | $4,740-85.5% |
| Participant deferral / active EE | $1,964 | $7,246-72.9% | $6,952-71.8% | $6,400-69.3% |
| Admin fee / account holder | $5,156 | $8,371-38.4% | $6,731-23.4% | $11,426-54.9% |