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 | $60,752 | $42,383+43.3% | $76,523-20.6% | $64,186-5.4% |
| Participation rate | 97.4% | 58.1%+39.2pp | 68.0%+29.4pp | 69.6%+27.8pp |
| Annual return | -1.27% | -16.54%+15.3pp | -0.27%-1.0pp | 7.63%-8.9pp |
| Employer contribution / active EE | $658 | $1,563-57.9% | $2,647-75.1% | $2,381-72.4% |
| Participant deferral / active EE | $142 | $2,566-94.5% | $3,835-96.3% | $3,470-95.9% |
| Admin fee / account holder | $3,149 | $3,198-1.5% | $4,848-35.0% | $4,888-35.6% |