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 | $56,447 | $100,754-44.0% | $86,677-34.9% | $134,475-58.0% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -11.48% | 29.04%-40.5pp | 35.91%-47.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $7,082 | $3,489+103.0% | $2,836+149.7% | $4,740+49.4% |
| Participant deferral / active EE | $1,585 | $5,338-70.3% | $4,656-66.0% | $6,400-75.2% |
| Admin fee / account holder | $625 | $10,926-94.3% | $7,493-91.7% | $11,426-94.5% |