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 | $58,170 | $82,032-29.1% | $123,104-52.7% | $59,632-2.5% |
| Participation rate | 94.1% | 83.2%+10.9pp | 86.8%+7.3pp | 68.7%+25.4pp |
| Annual return | -1.10% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,159 | $3,297-64.8% | $5,151-77.5% | $2,203-47.4% |
| Participant deferral / active EE | $2,094 | $4,667-55.1% | $6,230-66.4% | $3,192-34.4% |
| Admin fee / account holder | $6,727 | $5,881+14.4% | $9,015-25.4% | $4,297+56.5% |