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 | $51,535 | $91,538-43.7% | $129,995-60.4% | $75,163-31.4% |
| Participation rate | 78.8% | 71.4%+7.3pp | 78.5%+0.3pp | 67.2%+11.6pp |
| Annual return | 13.16% | -631.11%+644.3pp | -137.18%+150.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,580 | $2,845-9.3% | $4,320-40.3% | $2,670-3.3% |
| Participant deferral / active EE | $1,653 | $4,341-61.9% | $5,820-71.6% | $4,125-59.9% |
| Admin fee / account holder | $960 | $6,790-85.9% | $10,614-91.0% | $5,651-83.0% |