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 | $44,579 | $167,307-73.4% | $143,757-69.0% | $134,475-66.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -15.39% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,635 | $5,619-70.9% | $4,951-67.0% | $4,740-65.5% |
| Participant deferral / active EE | $1,724 | $6,446-73.3% | $5,637-69.4% | $6,400-73.1% |
| Admin fee / account holder | $3,801 | $18,088-79.0% | $14,673-74.1% | $11,426-66.7% |