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 | $36,053 | $138,065-73.9% | $123,544-70.8% | $135,375-73.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.20% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,407 | $5,151-72.7% | $4,628-69.6% | $4,779-70.6% |
| Participant deferral / active EE | $1,706 | $6,799-74.9% | $6,426-73.4% | $5,609-69.6% |
| Admin fee / account holder | $1,677 | $10,916-84.6% | $9,284-81.9% | $10,827-84.5% |