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 | $129,161 | $71,883+79.7% | $86,677+49.0% | $68,494+88.6% |
| Participation rate | 83.9% | 72.2%+11.6pp | 76.6%+7.3pp | 67.9%+16.0pp |
| Annual return | -12.02% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,157 | $2,173+137.3% | $2,836+81.8% | $2,596+98.6% |
| Participant deferral / active EE | $304 | $3,779-92.0% | $4,656-93.5% | $4,027-92.5% |
| Admin fee / account holder | $5,942 | $6,112-2.8% | $7,493-20.7% | $5,403+10.0% |