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 | $63,136 | $72,177-12.5% | $115,037-45.1% | $59,632+5.9% |
| Participation rate | 73.1% | 72.6%+0.5pp | 81.4%-8.3pp | 68.7%+4.4pp |
| Annual return | -0.64% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,797 | $4,783-62.4% | $6,026-70.2% | $3,192-43.7% |
| Admin fee / account holder | $550 | $4,927-88.8% | $8,175-93.3% | $4,297-87.2% |