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 | $50,500 | $167,484-69.8% | $151,611-66.7% | $134,475-62.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -13.72% | 7.80%-21.5pp | 3.33%-17.1pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,968 | $6,829-41.9% | $6,166-35.6% | $4,740-16.3% |
| Participant deferral / active EE | $2,316 | $8,986-74.2% | $8,363-72.3% | $6,400-63.8% |
| Admin fee / account holder | $2,199 | $13,783-84.0% | $11,616-81.1% | $11,426-80.8% |