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 | $56,376 | $140,588-59.9% | $123,104-54.2% | $125,391-55.0% |
| Participation rate | 92.3% | 88.2%+4.1pp | 86.8%+5.5pp | 83.2%+9.1pp |
| Annual return | -2.76% | 16.80%-19.6pp | 13.22%-16.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $4,011 | $6,041-33.6% | $5,151-22.1% | $4,866-17.6% |
| Participant deferral / active EE | $743 | $6,980-89.4% | $6,230-88.1% | $5,352-86.1% |
| Admin fee / account holder | $1,856 | $11,198-83.4% | $9,015-79.4% | $9,540-80.5% |