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 | $110,990 | $71,883+54.4% | $86,677+28.1% | $68,494+62.0% |
| Participation rate | 71.9% | 72.2%-0.4pp | 76.6%-4.7pp | 67.9%+4.0pp |
| Annual return | -15.72% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,164 | $3,779-69.2% | $4,656-75.0% | $4,027-71.1% |
| Admin fee / account holder | $3,234 | $6,112-47.1% | $7,493-56.8% | $5,403-40.1% |