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 | $66,230 | $110,094-39.8% | $151,611-56.3% | $68,494-3.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -5.75% | -10.12%+4.4pp | 3.33%-9.1pp | -7.84%+2.1pp |
| Employer contribution / active EE | $6,449 | $4,471+44.2% | $6,166+4.6% | $2,596+148.4% |
| Participant deferral / active EE | $789 | $6,527-87.9% | $8,363-90.6% | $4,027-80.4% |
| Admin fee / account holder | $1,653 | $7,719-78.6% | $11,616-85.8% | $5,403-69.4% |