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 | $75,474 | $82,032-8.0% | $123,104-38.7% | $59,632+26.6% |
| Participation rate | 98.7% | 83.2%+15.5pp | 86.8%+11.9pp | 68.7%+30.0pp |
| Annual return | -0.59% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $2,842 | $3,297-13.8% | $5,151-44.8% | $2,203+29.0% |
| Participant deferral / active EE | $302 | $4,667-93.5% | $6,230-95.2% | $3,192-90.5% |
| Admin fee / account holder | $3,669 | $5,881-37.6% | $9,015-59.3% | $4,297-14.6% |