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 | $38,365 | $92,222-58.4% | $76,768-50.0% | $135,375-71.7% |
| Participation rate | 73.7% | 79.8%-6.1pp | 77.0%-3.3pp | 82.6%-9.0pp |
| Annual return | -6.37% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $949 | $3,216-70.5% | $2,485-61.8% | $4,779-80.1% |
| Participant deferral / active EE | $1,151 | $4,509-74.5% | $3,852-70.1% | $5,609-79.5% |
| Admin fee / account holder | $16,898 | $10,748+57.2% | $6,675+153.2% | $10,827+56.1% |