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 | $36,154 | $62,586-42.2% | $76,768-52.9% | $64,186-43.7% |
| Participation rate | 73.2% | 72.8%+0.4pp | 77.0%-3.8pp | 69.6%+3.6pp |
| Annual return | -5.02% | -1.95%-3.1pp | 2.43%-7.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,112 | $1,832+15.3% | $2,485-15.0% | $2,381-11.3% |
| Participant deferral / active EE | $1,168 | $3,145-62.9% | $3,852-69.7% | $3,470-66.3% |
| Admin fee / account holder | $6,349 | $4,667+36.1% | $6,675-4.9% | $4,888+29.9% |