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 | $54,728 | $167,484-67.3% | $151,611-63.9% | $134,475-59.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -16.31% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,745 | $6,829-74.5% | $6,166-71.7% | $4,740-63.2% |
| Participant deferral / active EE | $1,745 | $8,986-80.6% | $8,363-79.1% | $6,400-72.7% |
| Admin fee / account holder | $574 | $13,783-95.8% | $11,616-95.1% | $11,426-95.0% |