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 | $42,510 | $127,386-66.6% | $115,037-63.0% | $125,391-66.1% |
| Participation rate | 94.1% | 84.2%+10.0pp | 81.4%+12.8pp | 83.2%+10.9pp |
| Annual return | -0.06% | 31.28%-31.3pp | 26.14%-26.2pp | 282.22%-282.3pp |
| Employer contribution / active EE | $3,189 | $5,166-38.3% | $4,608-30.8% | $4,866-34.5% |
| Participant deferral / active EE | $1,139 | $6,423-82.3% | $6,026-81.1% | $5,352-78.7% |
| Admin fee / account holder | $3,459 | $9,516-63.7% | $8,175-57.7% | $9,540-63.7% |