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 | $45,510 | $62,586-27.3% | $76,768-40.7% | $64,186-29.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -0.71% | -1.95%+1.2pp | 2.43%-3.1pp | 7.63%-8.3pp |
| Employer contribution / active EE | $588 | $1,832-67.9% | $2,485-76.3% | $2,381-75.3% |
| Participant deferral / active EE | $1,396 | $3,145-55.6% | $3,852-63.8% | $3,470-59.8% |
| Admin fee / account holder | $1,614 | $4,667-65.4% | $6,675-75.8% | $4,888-67.0% |