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 | $55,621 | $110,094-49.5% | $151,611-63.3% | $68,494-18.8% |
| Participation rate | 95.8% | 84.0%+11.9pp | 87.5%+8.3pp | 67.9%+27.9pp |
| Annual return | -6.77% | -10.12%+3.3pp | 3.33%-10.1pp | -7.84%+1.1pp |
| Employer contribution / active EE | $2,777 | $4,471-37.9% | $6,166-55.0% | $2,596+7.0% |
| Participant deferral / active EE | $2,249 | $6,527-65.5% | $8,363-73.1% | $4,027-44.1% |
| Admin fee / account holder | $4,959 | $7,719-35.7% | $11,616-57.3% | $5,403-8.2% |