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 | $13,423 | $67,214-80.0% | $61,491-78.2% | $134,475-90.0% |
| Participation rate | 77.8% | 83.7%-5.9pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -6.41% | -12.08%+5.7pp | -12.98%+6.6pp | 417.96%-424.4pp |
| Employer contribution / active EE | $2,108 | $4,974-57.6% | $4,246-50.4% | $4,740-55.5% |
| Participant deferral / active EE | $356 | $6,103-94.2% | $5,188-93.1% | $6,400-94.4% |
| Admin fee / account holder | $1,877 | $4,610-59.3% | $4,312-56.5% | $11,426-83.6% |