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 4-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 | $26,258 | $42,894-38.8% | $60,874-56.9% | $68,494-61.7% |
| Participation rate | 89.1% | 66.8%+22.3pp | 73.1%+16.0pp | 67.9%+21.2pp |
| Annual return | -15.35% | -13.98%-1.4pp | 16.90%-32.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,619 | $1,978+32.4% | $2,701-3.1% | $2,596+0.9% |
| Participant deferral / active EE | $743 | $2,867-74.1% | $3,817-80.5% | $4,027-81.6% |
| Admin fee / account holder | $2,252 | $3,101-27.4% | $3,224-30.1% | $5,403-58.3% |