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 | $115,757 | $100,754+14.9% | $86,677+33.6% | $134,475-13.9% |
| Participation rate | 76.2% | 78.9%-2.7pp | 76.6%-0.4pp | 81.2%-5.0pp |
| Annual return | -3.94% | 29.04%-33.0pp | 35.91%-39.8pp | 417.96%-421.9pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,363 | $5,338-74.5% | $4,656-70.7% | $6,400-78.7% |
| Admin fee / account holder | $5,445 | $10,926-50.2% | $7,493-27.3% | $11,426-52.3% |