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 6-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 | $74,638 | $133,958-44.3% | $112,228-33.5% | $134,475-44.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -14.47% | 47.11%-61.6pp | 27.45%-41.9pp | 417.96%-432.4pp |
| Employer contribution / active EE | $5,205 | $4,038+28.9% | $3,635+43.2% | $4,740+9.8% |
| Participant deferral / active EE | $304 | $5,291-94.3% | $4,728-93.6% | $6,400-95.3% |
| Admin fee / account holder | $13,695 | $7,489+82.9% | $6,410+113.6% | $11,426+19.9% |