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 | $35,023 | $50,958-31.3% | $74,550-53.0% | $64,186-45.4% |
| Participation rate | 88.2% | 61.1%+27.2pp | 69.1%+19.1pp | 69.6%+18.7pp |
| Annual return | 0.87% | -1.86%+2.7pp | 32.53%-31.7pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,012 | $1,115-9.2% | $1,961-48.4% | $2,381-57.5% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,953 | $4,223-30.1% | $5,060-41.6% | $4,888-39.6% |