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 | $56,112 | $92,222-39.2% | $76,768-26.9% | $135,375-58.6% |
| Participation rate | 84.2% | 79.8%+4.4pp | 77.0%+7.2pp | 82.6%+1.6pp |
| Annual return | -3.28% | 5.46%-8.7pp | 2.43%-5.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,390 | $3,216+5.4% | $2,485+36.4% | $4,779-29.1% |
| Participant deferral / active EE | $641 | $4,509-85.8% | $3,852-83.4% | $5,609-88.6% |
| Admin fee / account holder | $2,459 | $10,748-77.1% | $6,675-63.2% | $10,827-77.3% |