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 8-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 | $206,113 | $100,754+104.6% | $86,677+137.8% | $134,475+53.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -16.03% | 29.04%-45.1pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,089 | $3,489+17.2% | $2,836+44.2% | $4,740-13.7% |
| Participant deferral / active EE | $1,091 | $5,338-79.6% | $4,656-76.6% | $6,400-82.9% |
| Admin fee / account holder | $5,114 | $10,926-53.2% | $7,493-31.8% | $11,426-55.2% |