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 | $43,417 | $77,813-44.2% | $123,544-64.9% | $64,186-32.4% |
| Participation rate | 82.4% | 74.7%+7.6pp | 82.3%+0.1pp | 69.6%+12.8pp |
| Annual return | -5.17% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,717 | $3,014+56.5% | $4,628+1.9% | $2,381+98.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,271 | $5,519+140.5% | $9,284+42.9% | $4,888+171.5% |