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 | $53,921 | $77,813-30.7% | $123,544-56.4% | $64,186-16.0% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -6.71% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $6,263 | $3,014+107.8% | $4,628+35.3% | $2,381+163.1% |
| Participant deferral / active EE | $1,934 | $5,240-63.1% | $6,426-69.9% | $3,470-44.3% |
| Admin fee / account holder | $2,817 | $5,519-49.0% | $9,284-69.7% | $4,888-42.4% |