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 | $27,890 | $85,790-67.5% | $67,313-58.6% | $135,375-79.4% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -8.20% | -0.54%-7.7pp | -4.08%-4.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,416 | $3,487-59.4% | $2,566-44.8% | $4,779-70.4% |
| Participant deferral / active EE | $527 | $4,651-88.7% | $3,568-85.2% | $5,609-90.6% |
| Admin fee / account holder | $495 | $6,392-92.3% | $4,507-89.0% | $10,827-95.4% |