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 | $63,018 | $71,883-12.3% | $86,677-27.3% | $68,494-8.0% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.8pp | 67.9%+25.4pp |
| Annual return | -11.77% | 3.52%-15.3pp | 35.91%-47.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,666 | $2,173+22.7% | $2,836-6.0% | $2,596+2.7% |
| Participant deferral / active EE | $1,275 | $3,779-66.3% | $4,656-72.6% | $4,027-68.3% |
| Admin fee / account holder | $3,181 | $6,112-48.0% | $7,493-57.5% | $5,403-41.1% |