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 | $30,538 | $64,707-52.8% | $112,228-72.8% | $68,494-55.4% |
| Participation rate | 93.7% | 67.2%+26.5pp | 75.1%+18.6pp | 67.9%+25.8pp |
| Annual return | -15.12% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $6,786 | $2,746+147.2% | $3,635+86.7% | $2,596+161.4% |
| Participant deferral / active EE | $826 | $3,565-76.8% | $4,728-82.5% | $4,027-79.5% |
| Admin fee / account holder | $8,590 | $5,232+64.2% | $6,410+34.0% | $5,403+59.0% |