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 | $22,911 | $56,484-59.4% | $169,463-86.5% | $64,186-64.3% |
| Participation rate | 77.8% | 64.5%+13.2pp | 77.8%0pp | 69.6%+8.2pp |
| Annual return | -5.64% | -1.55%-4.1pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,351 | $1,832-26.3% | $4,159-67.5% | $2,381-43.3% |
| Participant deferral / active EE | $508 | $3,448-85.3% | $5,277-90.4% | $3,470-85.4% |
| Admin fee / account holder | $660 | $4,174-84.2% | $9,109-92.8% | $4,888-86.5% |