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 | $19,519 | $167,307-88.3% | $143,757-86.4% | $134,475-85.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -3.46% | 0.46%-3.9pp | -0.04%-3.4pp | 417.96%-421.4pp |
| Employer contribution / active EE | $2,760 | $5,619-50.9% | $4,951-44.3% | $4,740-41.8% |
| Participant deferral / active EE | $86 | $6,446-98.7% | $5,637-98.5% | $6,400-98.7% |
| Admin fee / account holder | $922 | $18,088-94.9% | $14,673-93.7% | $11,426-91.9% |