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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,014 | $55,449-63.9% | $83,848-76.1% | $56,287-64.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 8.55% | -1.38%+9.9pp | 850.88%-842.3pp | -9.96%+18.5pp |
| Employer contribution / active EE | $1,279 | $2,430-47.4% | $3,631-64.8% | $2,111-39.4% |
| Participant deferral / active EE | $373 | $2,935-87.3% | $4,082-90.9% | $3,350-88.9% |
| Admin fee / account holder | $320 | $656-51.3% | $5,478-94.2% | $521-38.6% |