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 | $91,925 | $71,883+27.9% | $86,677+6.1% | $68,494+34.2% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -1.08% | 3.52%-4.6pp | 35.91%-37.0pp | -7.84%+6.8pp |
| Employer contribution / active EE | $3,500 | $2,173+61.1% | $2,836+23.4% | $2,596+34.8% |
| Participant deferral / active EE | $623 | $3,779-83.5% | $4,656-86.6% | $4,027-84.5% |
| Admin fee / account holder | $3,218 | $6,112-47.4% | $7,493-57.1% | $5,403-40.4% |