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 | $60,465 | $82,286-26.5% | $68,791-12.1% | $134,475-55.0% |
| Participation rate | 94.7% | 75.1%+19.7pp | 69.0%+25.7pp | 81.2%+13.5pp |
| Annual return | -13.05% | -2.19%-10.9pp | -6.38%-6.7pp | 417.96%-431.0pp |
| Employer contribution / active EE | $4,057 | $3,301+22.9% | $2,655+52.8% | $4,740-14.4% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $945 | $6,481-85.4% | $4,932-80.8% | $11,426-91.7% |