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 | $54,313 | $71,883-24.4% | $86,677-37.3% | $68,494-20.7% |
| Participation rate | 72.7% | 72.2%+0.5pp | 76.6%-3.8pp | 67.9%+4.8pp |
| Annual return | -11.54% | 3.52%-15.1pp | 35.91%-47.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,238 | $2,173+49.0% | $2,836+14.2% | $2,596+24.7% |
| Participant deferral / active EE | $1,213 | $3,779-67.9% | $4,656-73.9% | $4,027-69.9% |
| Admin fee / account holder | $1,288 | $6,112-78.9% | $7,493-82.8% | $5,403-76.2% |