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 | $27,896 | $57,354-51.4% | $83,848-66.7% | $64,186-56.5% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -6.08% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,629 | $2,545+3.3% | $3,631-27.6% | $2,381+10.4% |
| Participant deferral / active EE | $1,115 | $2,993-62.8% | $4,082-72.7% | $3,470-67.9% |
| Admin fee / account holder | $7,378 | $4,046+82.4% | $5,478+34.7% | $4,888+50.9% |