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 | $118,500 | $133,958-11.5% | $112,228+5.6% | $134,475-11.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -19.25% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $9,045 | $4,038+124.0% | $3,635+148.9% | $4,740+90.8% |
| Participant deferral / active EE | $722 | $5,291-86.3% | $4,728-84.7% | $6,400-88.7% |
| Admin fee / account holder | $3,030 | $7,489-59.5% | $6,410-52.7% | $11,426-73.5% |