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 | $21,511 | $105,860-79.7% | $90,749-76.3% | $134,475-84.0% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -15.83% | -11.01%-4.8pp | -12.16%-3.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $827 | $3,462-76.1% | $2,921-71.7% | $4,740-82.5% |
| Participant deferral / active EE | $868 | $5,216-83.4% | $4,564-81.0% | $6,400-86.4% |
| Admin fee / account holder | $1,207 | $13,938-91.3% | $8,445-85.7% | $11,426-89.4% |