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 | $27,156 | $48,265-43.7% | $68,791-60.5% | $68,494-60.4% |
| Participation rate | 92.7% | 60.7%+32.1pp | 69.0%+23.7pp | 67.9%+24.8pp |
| Annual return | -10.06% | -12.71%+2.7pp | -6.38%-3.7pp | -7.84%-2.2pp |
| Employer contribution / active EE | $5,421 | $1,829+196.4% | $2,655+104.1% | $2,596+108.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $11,878 | $4,355+172.7% | $4,932+140.9% | $5,403+119.9% |