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 | $43,365 | $82,032-47.1% | $123,104-64.8% | $59,632-27.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 86.8%-3.4pp | 68.7%+14.7pp |
| Annual return | -0.93% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $4,825 | $3,297+46.4% | $5,151-6.3% | $2,203+119.1% |
| Participant deferral / active EE | $1,012 | $4,667-78.3% | $6,230-83.7% | $3,192-68.3% |
| Admin fee / account holder | $2,916 | $5,881-50.4% | $9,015-67.7% | $4,297-32.1% |