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 | $75,099 | $71,883+4.5% | $86,677-13.4% | $68,494+9.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.33% | 3.52%-16.9pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,726 | $2,173+25.5% | $2,836-3.9% | $2,596+5.0% |
| Participant deferral / active EE | $1,203 | $3,779-68.2% | $4,656-74.1% | $4,027-70.1% |
| Admin fee / account holder | $1,634 | $6,112-73.3% | $7,493-78.2% | $5,403-69.8% |