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 | $141,945 | $147,167-3.5% | $111,392+27.4% | $135,375+4.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 78.9%+6.9pp | 82.6%+3.1pp |
| Annual return | -3.89% | -4.44%+0.5pp | -2.06%-1.8pp | 519.73%-523.6pp |
| Employer contribution / active EE | $5,922 | $5,204+13.8% | $4,328+36.8% | $4,779+23.9% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,058 | $20,270-15.8% | $12,266+39.1% | $10,827+57.6% |