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 | $20,215 | $63,355-68.1% | $91,989-78.0% | $72,985-72.3% |
| Participation rate | 71.7% | 72.5%-0.8pp | 78.6%-6.9pp | 69.5%+2.2pp |
| Annual return | 21.82% | 35.35%-13.5pp | 69.02%-47.2pp | 81.00%-59.2pp |
| Employer contribution / active EE | $411 | $2,116-80.6% | $3,452-88.1% | $2,440-83.2% |
| Participant deferral / active EE | $730 | $4,883-85.1% | $5,923-87.7% | $3,607-79.8% |
| Admin fee / account holder | $1,666 | $4,668-64.3% | $7,743-78.5% | $5,124-67.5% |