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 7-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 | $12,137 | $90,519-86.6% | $93,789-87.1% | $134,475-91.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -19.41% | -15.72%-3.7pp | -11.33%-8.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,362 | $4,343-68.6% | $4,323-68.5% | $4,740-71.3% |
| Participant deferral / active EE | $1,786 | $5,978-70.1% | $6,094-70.7% | $6,400-72.1% |
| Admin fee / account holder | $1,108 | $9,252-88.0% | $7,195-84.6% | $11,426-90.3% |