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 | $113,715 | $110,094+3.3% | $151,611-25.0% | $68,494+66.0% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -17.43% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,252 | $4,471-27.3% | $6,166-47.3% | $2,596+25.2% |
| Participant deferral / active EE | $2,438 | $6,527-62.6% | $8,363-70.8% | $4,027-39.5% |
| Admin fee / account holder | $1,019 | $7,719-86.8% | $11,616-91.2% | $5,403-81.1% |