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 | $55,126 | $69,518-20.7% | $59,878-7.9% | $135,375-59.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -6.89% | 7.94%-14.8pp | 3.46%-10.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,980 | $3,235+23.0% | $2,722+46.2% | $4,779-16.7% |
| Participant deferral / active EE | $534 | $4,206-87.3% | $3,402-84.3% | $5,609-90.5% |
| Admin fee / account holder | $3,859 | $5,734-32.7% | $3,590+7.5% | $10,827-64.4% |