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 | $26,985 | $61,660-56.2% | $80,019-66.3% | $64,186-58.0% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | -5.57% | -0.33%-5.2pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $923 | $1,810-49.0% | $2,468-62.6% | $2,381-61.2% |
| Participant deferral / active EE | $1,099 | $2,968-63.0% | $3,686-70.2% | $3,470-68.3% |
| Admin fee / account holder | $3,033 | $5,417-44.0% | $6,521-53.5% | $4,888-38.0% |