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 | $80,365 | $69,518+15.6% | $59,878+34.2% | $135,375-40.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -5.97% | 7.94%-13.9pp | 3.46%-9.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,302 | $3,235+94.8% | $2,722+131.6% | $4,779+31.9% |
| Participant deferral / active EE | $529 | $4,206-87.4% | $3,402-84.4% | $5,609-90.6% |
| Admin fee / account holder | $4,785 | $5,734-16.6% | $3,590+33.3% | $10,827-55.8% |