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 | $52,829 | $110,094-52.0% | $151,611-65.2% | $68,494-22.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.54% | -10.12%-1.4pp | 3.33%-14.9pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,141 | $4,471-52.1% | $6,166-65.3% | $2,596-17.5% |
| Participant deferral / active EE | $2,392 | $6,527-63.3% | $8,363-71.4% | $4,027-40.6% |
| Admin fee / account holder | $2,276 | $7,719-70.5% | $11,616-80.4% | $5,403-57.9% |