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 4-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 | $83,280 | $110,094-24.4% | $151,611-45.1% | $68,494+21.6% |
| Participation rate | 96.6% | 84.0%+12.6pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -14.33% | -10.12%-4.2pp | 3.33%-17.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,557 | $4,471-65.2% | $6,166-74.7% | $2,596-40.0% |
| Participant deferral / active EE | $2,343 | $6,527-64.1% | $8,363-72.0% | $4,027-41.8% |
| Admin fee / account holder | $4,861 | $7,719-37.0% | $11,616-58.2% | $5,403-10.0% |