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 7-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 | $53,344 | $62,586-14.8% | $76,768-30.5% | $64,186-16.9% |
| Participation rate | 98.6% | 72.8%+25.8pp | 77.0%+21.7pp | 69.6%+29.1pp |
| Annual return | -6.62% | -1.95%-4.7pp | 2.43%-9.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,203 | $1,832-34.3% | $2,485-51.6% | $2,381-49.5% |
| Participant deferral / active EE | $1,284 | $3,145-59.2% | $3,852-66.7% | $3,470-63.0% |
| Admin fee / account holder | $746 | $4,667-84.0% | $6,675-88.8% | $4,888-84.7% |