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 | $65,405 | $71,883-9.0% | $86,677-24.5% | $68,494-4.5% |
| Participation rate | 94.3% | 72.2%+22.0pp | 76.6%+17.7pp | 67.9%+26.4pp |
| Annual return | -15.90% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $896 | $2,173-58.7% | $2,836-68.4% | $2,596-65.5% |
| Participant deferral / active EE | $1,521 | $3,779-59.8% | $4,656-67.3% | $4,027-62.2% |
| Admin fee / account holder | $6,748 | $6,112+10.4% | $7,493-9.9% | $5,403+24.9% |