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 | $54,704 | $50,958+7.4% | $74,550-26.6% | $64,186-14.8% |
| Participation rate | 94.7% | 61.1%+33.6pp | 69.1%+25.5pp | 69.6%+25.1pp |
| Annual return | -3.53% | -1.86%-1.7pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $679 | $1,115-39.1% | $1,961-65.4% | $2,381-71.5% |
| Participant deferral / active EE | $991 | $2,301-56.9% | $3,108-68.1% | $3,470-71.4% |
| Admin fee / account holder | $602 | $4,223-85.7% | $5,060-88.1% | $4,888-87.7% |