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 | $30,958 | $87,540-64.6% | $75,781-59.1% | $125,391-75.3% |
| Participation rate | 86.7% | 80.2%+6.5pp | 75.8%+10.8pp | 83.2%+3.5pp |
| Annual return | -2.18% | 13.48%-15.7pp | 9.68%-11.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $26,549 | $3,930+575.6% | $3,323+698.9% | $4,866+445.6% |
| Participant deferral / active EE | $8 | $4,229-99.8% | $3,651-99.8% | $5,352-99.9% |
| Admin fee / account holder | $2,949 | $6,502-54.6% | $5,299-44.4% | $9,540-69.1% |