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 | $115,778 | $61,660+87.8% | $80,019+44.7% | $64,186+80.4% |
| Participation rate | 77.1% | 71.7%+5.4pp | 75.8%+1.3pp | 69.6%+7.5pp |
| Annual return | -0.83% | -0.33%-0.5pp | 11.22%-12.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $3,572 | $1,810+97.3% | $2,468+44.8% | $2,381+50.1% |
| Participant deferral / active EE | $989 | $2,968-66.7% | $3,686-73.2% | $3,470-71.5% |
| Admin fee / account holder | $44,839 | $5,417+727.7% | $6,521+587.6% | $4,888+817.3% |