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 | $43,423 | $82,664-47.5% | $125,339-65.4% | $68,494-36.6% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -8.82% | -5.97%-2.8pp | 572.05%-580.9pp | -7.84%-1.0pp |
| Employer contribution / active EE | $1,195 | $3,381-64.7% | $4,814-75.2% | $2,596-54.0% |
| Participant deferral / active EE | $2,518 | $6,110-58.8% | $7,446-66.2% | $4,027-37.5% |
| Admin fee / account holder | $2,968 | $6,275-52.7% | $10,010-70.3% | $5,403-45.1% |