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 | $75,096 | $140,588-46.6% | $123,104-39.0% | $125,391-40.1% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | -0.26% | 16.80%-17.1pp | 13.22%-13.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $3,611 | $6,041-40.2% | $5,151-29.9% | $4,866-25.8% |
| Participant deferral / active EE | $2,088 | $6,980-70.1% | $6,230-66.5% | $5,352-61.0% |
| Admin fee / account holder | $11,539 | $11,198+3.0% | $9,015+28.0% | $9,540+20.9% |