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 | $32,315 | $46,674-30.8% | $117,472-72.5% | $68,494-52.8% |
| Participation rate | 98.7% | 56.8%+41.9pp | 70.6%+28.1pp | 67.9%+30.8pp |
| Annual return | -15.75% | -14.52%-1.2pp | 29.74%-45.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,406 | $1,505+192.9% | $4,176+5.5% | $2,596+69.7% |
| Participant deferral / active EE | $346 | $2,636-86.9% | $4,070-91.5% | $4,027-91.4% |
| Admin fee / account holder | $987 | $4,020-75.5% | $5,645-82.5% | $5,403-81.7% |