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 | $45,336 | $73,867-38.6% | $143,757-68.5% | $68,494-33.8% |
| Participation rate | 86.2% | 66.7%+19.6pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | -16.46% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,377 | $3,184-25.3% | $4,951-52.0% | $2,596-8.4% |
| Participant deferral / active EE | $535 | $3,384-84.2% | $5,637-90.5% | $4,027-86.7% |
| Admin fee / account holder | $1,738 | $5,755-69.8% | $14,673-88.2% | $5,403-67.8% |