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 | $58,570 | $81,900-28.5% | $119,609-51.0% | $68,494-14.5% |
| Participation rate | 76.0% | 71.9%+4.1pp | 79.3%-3.3pp | 67.9%+8.1pp |
| Annual return | -11.03% | -23.82%+12.8pp | -14.97%+3.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,511 | $4,148-63.6% | $5,602-73.0% | $4,027-62.5% |
| Admin fee / account holder | $9,425 | $6,582+43.2% | $10,323-8.7% | $5,403+74.5% |