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 | $26,617 | $72,404-63.2% | $110,238-75.9% | $64,186-58.5% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.5pp | 69.6%+12.8pp |
| Annual return | -4.75% | -6.29%+1.5pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,210 | $2,282-47.0% | $3,826-68.4% | $2,381-49.2% |
| Participant deferral / active EE | $1,124 | $3,469-67.6% | $4,672-75.9% | $3,470-67.6% |
| Admin fee / account holder | $1,010 | $5,664-82.2% | $8,547-88.2% | $4,888-79.3% |