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 | $44,456 | $77,813-42.9% | $123,544-64.0% | $64,186-30.7% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.2pp |
| Annual return | -3.70% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,542 | $3,014-15.7% | $4,628-45.1% | $2,381+6.8% |
| Participant deferral / active EE | $1,018 | $5,240-80.6% | $6,426-84.2% | $3,470-70.7% |
| Admin fee / account holder | $6,259 | $5,519+13.4% | $9,284-32.6% | $4,888+28.0% |