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 9-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 | $33,713 | $72,404-53.4% | $110,238-69.4% | $64,186-47.5% |
| Participation rate | 86.5% | 73.3%+13.1pp | 79.8%+6.7pp | 69.6%+16.9pp |
| Annual return | 2.92% | -6.29%+9.2pp | 314.74%-311.8pp | 7.63%-4.7pp |
| Employer contribution / active EE | $1,351 | $2,282-40.8% | $3,826-64.7% | $2,381-43.2% |
| Participant deferral / active EE | $1,426 | $3,469-58.9% | $4,672-69.5% | $3,470-58.9% |
| Admin fee / account holder | $759 | $5,664-86.6% | $8,547-91.1% | $4,888-84.5% |