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 | $178,827 | $59,805+199.0% | $79,550+124.8% | $68,494+161.1% |
| Participation rate | 88.2% | 61.1%+27.2pp | 69.5%+18.7pp | 67.9%+20.3pp |
| Annual return | -4.51% | -12.30%+7.8pp | 0.16%-4.7pp | -7.84%+3.3pp |
| Employer contribution / active EE | $343 | $1,505-77.2% | $2,413-85.8% | $2,596-86.8% |
| Participant deferral / active EE | $1,138 | $3,024-62.4% | $3,985-71.4% | $4,027-71.7% |
| Admin fee / account holder | $2,840 | $4,835-41.3% | $6,832-58.4% | $5,403-47.4% |