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 | $70,011 | $110,094-36.4% | $151,611-53.8% | $68,494+2.2% |
| Participation rate | 88.2% | 84.0%+4.3pp | 87.5%+0.7pp | 67.9%+20.3pp |
| Annual return | -8.51% | -10.12%+1.6pp | 3.33%-11.8pp | -7.84%-0.7pp |
| Employer contribution / active EE | $3,077 | $4,471-31.2% | $6,166-50.1% | $2,596+18.5% |
| Participant deferral / active EE | $2,009 | $6,527-69.2% | $8,363-76.0% | $4,027-50.1% |
| Admin fee / account holder | $7,918 | $7,719+2.6% | $11,616-31.8% | $5,403+46.6% |