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 | $106,514 | $110,094-3.3% | $151,611-29.7% | $68,494+55.5% |
| Participation rate | 94.6% | 84.0%+10.6pp | 87.5%+7.1pp | 67.9%+26.7pp |
| Annual return | -8.34% | -10.12%+1.8pp | 3.33%-11.7pp | -7.84%-0.5pp |
| Employer contribution / active EE | $5,281 | $4,471+18.1% | $6,166-14.3% | $2,596+103.4% |
| Participant deferral / active EE | $1,689 | $6,527-74.1% | $8,363-79.8% | $4,027-58.1% |
| Admin fee / account holder | $12,951 | $7,719+67.8% | $11,616+11.5% | $5,403+139.7% |