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 | $30,587 | $57,354-46.7% | $83,848-63.5% | $64,186-52.3% |
| Participation rate | 86.2% | 68.6%+17.6pp | 76.1%+10.1pp | 69.6%+16.6pp |
| Annual return | -8.41% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $20,505 | $2,545+705.6% | $3,631+464.7% | $2,381+761.3% |
| Participant deferral / active EE | $1,183 | $2,993-60.5% | $4,082-71.0% | $3,470-65.9% |
| Admin fee / account holder | $5,239 | $4,046+29.5% | $5,478-4.4% | $4,888+7.2% |