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 | $63,509 | $61,660+3.0% | $80,019-20.6% | $64,186-1.1% |
| Participation rate | 96.4% | 71.7%+24.7pp | 75.8%+20.6pp | 69.6%+26.9pp |
| Annual return | -2.02% | -0.33%-1.7pp | 11.22%-13.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $13,972 | $1,810+671.7% | $2,468+466.1% | $2,381+486.8% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,357 | $5,417-38.0% | $6,521-48.5% | $4,888-31.3% |