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 | $32,124 | $56,199-42.8% | $67,652-52.5% | $59,632-46.1% |
| Participation rate | 81.0% | 71.5%+9.5pp | 75.7%+5.3pp | 68.7%+12.3pp |
| Annual return | -0.22% | 18505.31%-18505.5pp | 6625.04%-6625.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $743 | $1,614-54.0% | $2,266-67.2% | $2,203-66.3% |
| Participant deferral / active EE | $1,110 | $2,844-61.0% | $3,560-68.8% | $3,192-65.2% |
| Admin fee / account holder | $2,154 | $3,958-45.6% | $4,821-55.3% | $4,297-49.9% |