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 | $28,989 | $49,280-41.2% | $67,313-56.9% | $64,186-54.8% |
| Participation rate | 89.1% | 60.8%+28.3pp | 69.1%+20.0pp | 69.6%+19.6pp |
| Annual return | -1.16% | -1.39%+0.2pp | -4.08%+2.9pp | 7.63%-8.8pp |
| Employer contribution / active EE | $3,298 | $1,668+97.7% | $2,566+28.5% | $2,381+38.5% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,663 | $3,863-57.0% | $4,507-63.1% | $4,888-66.0% |