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 | $46,729 | $94,529-50.6% | $140,016-66.6% | $64,186-27.2% |
| Participation rate | 94.3% | 84.1%+10.2pp | 87.5%+6.8pp | 69.6%+24.7pp |
| Annual return | -5.18% | 7.77%-12.9pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,148 | $3,812-69.9% | $5,606-79.5% | $2,381-51.8% |
| Participant deferral / active EE | $2,308 | $5,250-56.0% | $6,927-66.7% | $3,470-33.5% |
| Admin fee / account holder | $738 | $6,741-89.1% | $10,705-93.1% | $4,888-84.9% |