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 | $40,326 | $72,404-44.3% | $110,238-63.4% | $64,186-37.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.12% | -6.29%+10.4pp | 314.74%-310.6pp | 7.63%-3.5pp |
| Employer contribution / active EE | $2,354 | $2,282+3.2% | $3,826-38.5% | $2,381-1.1% |
| Participant deferral / active EE | $1,527 | $3,469-56.0% | $4,672-67.3% | $3,470-56.0% |
| Admin fee / account holder | $838 | $5,664-85.2% | $8,547-90.2% | $4,888-82.9% |