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 | $23,259 | $61,660-62.3% | $80,019-70.9% | $64,186-63.8% |
| Participation rate | 87.7% | 71.7%+16.0pp | 75.8%+11.8pp | 69.6%+18.1pp |
| Annual return | -4.09% | -0.33%-3.8pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $617 | $1,810-65.9% | $2,468-75.0% | $2,381-74.1% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,039 | $5,417-43.9% | $6,521-53.4% | $4,888-37.8% |