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 | $80,771 | $64,707+24.8% | $112,228-28.0% | $68,494+17.9% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -8.36% | -11.40%+3.0pp | 27.45%-35.8pp | -7.84%-0.5pp |
| Employer contribution / active EE | $6,927 | $2,746+152.3% | $3,635+90.6% | $2,596+166.8% |
| Participant deferral / active EE | $1,005 | $3,565-71.8% | $4,728-78.7% | $4,027-75.0% |
| Admin fee / account holder | $4,129 | $5,232-21.1% | $6,410-35.6% | $5,403-23.6% |