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 | $31,831 | $81,900-61.1% | $119,609-73.4% | $68,494-53.5% |
| Participation rate | 85.5% | 71.9%+13.6pp | 79.3%+6.2pp | 67.9%+17.6pp |
| Annual return | -14.51% | -23.82%+9.3pp | -14.97%+0.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,841 | $2,693+5.5% | $4,232-32.9% | $2,596+9.4% |
| Participant deferral / active EE | $1,807 | $4,148-56.4% | $5,602-67.7% | $4,027-55.1% |
| Admin fee / account holder | $2,625 | $6,582-60.1% | $10,323-74.6% | $5,403-51.4% |