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 9-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 | $34,419 | $46,674-26.3% | $117,472-70.7% | $68,494-49.7% |
| Participation rate | 93.5% | 56.8%+36.7pp | 70.6%+22.9pp | 67.9%+25.6pp |
| Annual return | -10.35% | -14.52%+4.2pp | 29.74%-40.1pp | -7.84%-2.5pp |
| Employer contribution / active EE | $3,319 | $1,505+120.6% | $4,176-20.5% | $2,596+27.8% |
| Participant deferral / active EE | $74 | $2,636-97.2% | $4,070-98.2% | $4,027-98.2% |
| Admin fee / account holder | $2,993 | $4,020-25.5% | $5,645-47.0% | $5,403-44.6% |