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 | $85,861 | $102,553-16.3% | $151,611-43.4% | $66,914+28.3% |
| Participation rate | 90.7% | 85.5%+5.1pp | 87.5%+3.2pp | 69.8%+20.9pp |
| Annual return | -12.50% | -10.82%-1.7pp | 3.33%-15.8pp | 1.58%-14.1pp |
| Employer contribution / active EE | $2,929 | $4,180-29.9% | $6,166-52.5% | $2,544+15.1% |
| Participant deferral / active EE | $3,091 | $6,641-53.5% | $8,363-63.0% | $4,237-27.1% |
| Admin fee / account holder | $2,476 | $630+293.1% | $11,616-78.7% | $593+317.3% |