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 | $27,536 | $167,484-83.6% | $151,611-81.8% | $134,475-79.5% |
| Participation rate | 73.7% | 88.4%-14.7pp | 87.5%-13.8pp | 81.2%-7.5pp |
| Annual return | -19.88% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,589 | $6,829-76.7% | $6,166-74.2% | $4,740-66.5% |
| Participant deferral / active EE | $1,979 | $8,986-78.0% | $8,363-76.3% | $6,400-69.1% |
| Admin fee / account holder | $3,750 | $13,783-72.8% | $11,616-67.7% | $11,426-67.2% |