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 | $28,558 | $61,660-53.7% | $80,019-64.3% | $64,186-55.5% |
| Participation rate | 70.9% | 71.7%-0.8pp | 75.8%-4.9pp | 69.6%+1.3pp |
| Annual return | -5.29% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $483 | $1,810-73.3% | $2,468-80.4% | $2,381-79.7% |
| Participant deferral / active EE | $1,127 | $2,968-62.0% | $3,686-69.4% | $3,470-67.5% |
| Admin fee / account holder | $3,375 | $5,417-37.7% | $6,521-48.2% | $4,888-31.0% |