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 | $43,627 | $71,883-39.3% | $86,677-49.7% | $68,494-36.3% |
| Participation rate | 97.2% | 72.2%+25.0pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -12.30% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,621 | $2,173+20.6% | $2,836-7.6% | $2,596+0.9% |
| Participant deferral / active EE | $710 | $3,779-81.2% | $4,656-84.8% | $4,027-82.4% |
| Admin fee / account holder | $1,151 | $6,112-81.2% | $7,493-84.6% | $5,403-78.7% |