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 | $142,655 | $133,958+6.5% | $112,228+27.1% | $134,475+6.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.54% | 47.11%-59.7pp | 27.45%-40.0pp | 417.96%-430.5pp |
| Employer contribution / active EE | $8,462 | $4,038+109.5% | $3,635+132.8% | $4,740+78.5% |
| Participant deferral / active EE | $1,180 | $5,291-77.7% | $4,728-75.0% | $6,400-81.6% |
| Admin fee / account holder | $19,950 | $7,489+166.4% | $6,410+211.2% | $11,426+74.6% |