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 | $92,719 | $61,660+50.4% | $80,019+15.9% | $64,186+44.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.83% | -0.33%-3.5pp | 11.22%-15.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,854 | $1,810+2.4% | $2,468-24.9% | $2,381-22.1% |
| Participant deferral / active EE | $265 | $2,968-91.1% | $3,686-92.8% | $3,470-92.4% |
| Admin fee / account holder | $1,030 | $5,417-81.0% | $6,521-84.2% | $4,888-78.9% |