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 | $27,190 | $50,958-46.6% | $74,550-63.5% | $64,186-57.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.91% | -1.86%-4.1pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,283 | $1,115+15.0% | $1,961-34.6% | $2,381-46.1% |
| Participant deferral / active EE | $252 | $2,301-89.1% | $3,108-91.9% | $3,470-92.7% |
| Admin fee / account holder | $2,061 | $4,223-51.2% | $5,060-59.3% | $4,888-57.8% |