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 | $51,575 | $73,004-29.4% | $90,749-43.2% | $68,494-24.7% |
| Participation rate | 93.0% | 70.8%+22.2pp | 75.7%+17.3pp | 67.9%+25.1pp |
| Annual return | -15.86% | -13.81%-2.1pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,011 | $2,193-8.3% | $2,921-31.1% | $2,596-22.5% |
| Participant deferral / active EE | $1,353 | $3,627-62.7% | $4,564-70.4% | $4,027-66.4% |
| Admin fee / account holder | $3,242 | $5,896-45.0% | $8,445-61.6% | $5,403-40.0% |