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 | $58,601 | $62,586-6.4% | $76,768-23.7% | $64,186-8.7% |
| Participation rate | 71.2% | 72.8%-1.6pp | 77.0%-5.7pp | 69.6%+1.7pp |
| Annual return | -5.71% | -1.95%-3.8pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,339 | $1,832+27.7% | $2,485-5.9% | $2,381-1.8% |
| Participant deferral / active EE | $778 | $3,145-75.3% | $3,852-79.8% | $3,470-77.6% |
| Admin fee / account holder | $5,239 | $4,667+12.3% | $6,675-21.5% | $4,888+7.2% |