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 | $37,739 | $57,354-34.2% | $83,848-55.0% | $64,186-41.2% |
| Participation rate | 82.6% | 68.6%+14.0pp | 76.1%+6.5pp | 69.6%+13.0pp |
| Annual return | -6.37% | 11.38%-17.8pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,768 | $2,545+48.0% | $3,631+3.8% | $2,381+58.3% |
| Participant deferral / active EE | $988 | $2,993-67.0% | $4,082-75.8% | $3,470-71.5% |
| Admin fee / account holder | $1,352 | $4,046-66.6% | $5,478-75.3% | $4,888-72.3% |