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 | $19,832 | $43,327-54.2% | $59,878-66.9% | $64,186-69.1% |
| Participation rate | 75.0% | 69.2%+5.8pp | 74.7%+0.3pp | 69.6%+5.4pp |
| Annual return | -6.03% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $628 | $2,028-69.0% | $2,722-76.9% | $2,381-73.6% |
| Participant deferral / active EE | $716 | $2,546-71.9% | $3,402-79.0% | $3,470-79.4% |
| Admin fee / account holder | $816 | $3,005-72.8% | $3,590-77.3% | $4,888-83.3% |