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 9-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 | $39,738 | $59,805-33.6% | $79,550-50.0% | $68,494-42.0% |
| Participation rate | 75.7% | 61.1%+14.6pp | 69.5%+6.2pp | 67.9%+7.8pp |
| Annual return | -13.71% | -12.30%-1.4pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,552 | $1,505+3.1% | $2,413-35.7% | $2,596-40.2% |
| Participant deferral / active EE | $444 | $3,024-85.3% | $3,985-88.9% | $4,027-89.0% |
| Admin fee / account holder | $599 | $4,835-87.6% | $6,832-91.2% | $5,403-88.9% |