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 | $23,848 | $62,586-61.9% | $76,768-68.9% | $64,186-62.8% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -5.45% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,203 | $1,832-34.3% | $2,485-51.6% | $2,381-49.5% |
| Participant deferral / active EE | $1,229 | $3,145-60.9% | $3,852-68.1% | $3,470-64.6% |
| Admin fee / account holder | $1,500 | $4,667-67.9% | $6,675-77.5% | $4,888-69.3% |