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 | $40,917 | $62,586-34.6% | $76,768-46.7% | $64,186-36.3% |
| Participation rate | 73.6% | 72.8%+0.8pp | 77.0%-3.3pp | 69.6%+4.1pp |
| Annual return | -6.14% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,804 | $1,832+107.6% | $2,485+53.0% | $2,381+59.8% |
| Participant deferral / active EE | $687 | $3,145-78.1% | $3,852-82.2% | $3,470-80.2% |
| Admin fee / account holder | $1,030 | $4,667-77.9% | $6,675-84.6% | $4,888-78.9% |