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 | $96,516 | $62,586+54.2% | $76,768+25.7% | $64,186+50.4% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -4.49% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,682 | $1,832-8.2% | $2,485-32.3% | $2,381-29.4% |
| Participant deferral / active EE | $323 | $3,145-89.7% | $3,852-91.6% | $3,470-90.7% |
| Admin fee / account holder | $8,410 | $4,667+80.2% | $6,675+26.0% | $4,888+72.0% |