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 8-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 | $27,953 | $129,942-78.5% | $104,294-73.2% | $134,475-79.2% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -8.98% | 42.03%-51.0pp | 24.61%-33.6pp | 417.96%-426.9pp |
| Employer contribution / active EE | $1,226 | $4,184-70.7% | $3,372-63.6% | $4,740-74.1% |
| Participant deferral / active EE | $884 | $5,588-84.2% | $4,625-80.9% | $6,400-86.2% |
| Admin fee / account holder | $7,368 | $9,323-21.0% | $7,339+0.4% | $11,426-35.5% |