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 | $23,011 | $90,519-74.6% | $93,789-75.5% | $134,475-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.62% | -15.72%-2.9pp | -11.33%-7.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,037 | $4,343-7.0% | $4,323-6.6% | $4,740-14.8% |
| Participant deferral / active EE | $1,126 | $5,978-81.2% | $6,094-81.5% | $6,400-82.4% |
| Admin fee / account holder | $7,486 | $9,252-19.1% | $7,195+4.1% | $11,426-34.5% |