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 | $37,459 | $72,404-48.3% | $110,238-66.0% | $64,186-41.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -4.40% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $609 | $2,282-73.3% | $3,826-84.1% | $2,381-74.4% |
| Participant deferral / active EE | $1,377 | $3,469-60.3% | $4,672-70.5% | $3,470-60.3% |
| Admin fee / account holder | $5,431 | $5,664-4.1% | $8,547-36.5% | $4,888+11.1% |