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 | $59,349 | $72,404-18.0% | $110,238-46.2% | $64,186-7.5% |
| Participation rate | 93.7% | 73.3%+20.3pp | 79.8%+13.8pp | 69.6%+24.1pp |
| Annual return | -1.74% | -6.29%+4.5pp | 314.74%-316.5pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,346 | $2,282+46.7% | $3,826-12.5% | $2,381+40.6% |
| Participant deferral / active EE | $1,282 | $3,469-63.0% | $4,672-72.6% | $3,470-63.0% |
| Admin fee / account holder | $10,527 | $5,664+85.8% | $8,547+23.2% | $4,888+115.4% |