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 | $25,640 | $62,586-59.0% | $76,768-66.6% | $64,186-60.1% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -7.25% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $898 | $1,832-51.0% | $2,485-63.9% | $2,381-62.3% |
| Participant deferral / active EE | $1,240 | $3,145-60.6% | $3,852-67.8% | $3,470-64.2% |
| Admin fee / account holder | $2,196 | $4,667-52.9% | $6,675-67.1% | $4,888-55.1% |