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 8-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 | $11,851 | $117,690-89.9% | $71,735-83.5% | $134,475-91.2% |
| Participation rate | 83.3% | 68.8%+14.5pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -16.36% | 25.44%-41.8pp | 9.14%-25.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,607 | $2,525+3.3% | $1,704+53.0% | $4,740-45.0% |
| Participant deferral / active EE | $547 | $3,759-85.4% | $2,658-79.4% | $6,400-91.5% |
| Admin fee / account holder | $3,129 | $6,379-50.9% | $3,974-21.3% | $11,426-72.6% |