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 | $21,076 | $56,484-62.7% | $169,463-87.6% | $64,186-67.2% |
| Participation rate | 96.2% | 64.5%+31.6pp | 77.8%+18.4pp | 69.6%+26.6pp |
| Annual return | -6.44% | -1.55%-4.9pp | 1.83%-8.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $783 | $1,832-57.2% | $4,159-81.2% | $2,381-67.1% |
| Participant deferral / active EE | $900 | $3,448-73.9% | $5,277-82.9% | $3,470-74.1% |
| Admin fee / account holder | $943 | $4,174-77.4% | $9,109-89.6% | $4,888-80.7% |