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 | $45,285 | $50,958-11.1% | $74,550-39.3% | $64,186-29.4% |
| Participation rate | 94.5% | 61.1%+33.5pp | 69.1%+25.4pp | 69.6%+25.0pp |
| Annual return | -6.77% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,165 | $1,115+183.8% | $1,961+61.4% | $2,381+32.9% |
| Participant deferral / active EE | $760 | $2,301-67.0% | $3,108-75.6% | $3,470-78.1% |
| Admin fee / account holder | $2,069 | $4,223-51.0% | $5,060-59.1% | $4,888-57.7% |