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 | $39,451 | $82,664-52.3% | $125,339-68.5% | $68,494-42.4% |
| Participation rate | 81.1% | 75.0%+6.0pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -12.63% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $853 | $3,381-74.8% | $4,814-82.3% | $2,596-67.1% |
| Participant deferral / active EE | $1,702 | $6,110-72.1% | $7,446-77.1% | $4,027-57.7% |
| Admin fee / account holder | $2,234 | $6,275-64.4% | $10,010-77.7% | $5,403-58.6% |