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 | $82,941 | $59,805+38.7% | $79,550+4.3% | $68,494+21.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -11.38% | -12.30%+0.9pp | 0.16%-11.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,309 | $1,505+119.8% | $2,413+37.1% | $2,596+27.4% |
| Participant deferral / active EE | $767 | $3,024-74.6% | $3,985-80.7% | $4,027-80.9% |
| Admin fee / account holder | $6,933 | $4,835+43.4% | $6,832+1.5% | $5,403+28.3% |