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 | $71,172 | $94,529-24.7% | $140,016-49.2% | $64,186+10.9% |
| Participation rate | 89.7% | 84.1%+5.6pp | 87.5%+2.2pp | 69.6%+20.1pp |
| Annual return | -2.99% | 7.77%-10.8pp | 651.12%-654.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,310 | $3,812+13.1% | $5,606-23.1% | $2,381+81.0% |
| Participant deferral / active EE | $900 | $5,250-82.9% | $6,927-87.0% | $3,470-74.1% |
| Admin fee / account holder | $1,929 | $6,741-71.4% | $10,705-82.0% | $4,888-60.5% |