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 7-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 | $68,960 | $87,540-21.2% | $75,781-9.0% | $125,391-45.0% |
| Participation rate | 84.2% | 80.2%+4.0pp | 75.8%+8.4pp | 83.2%+1.0pp |
| Annual return | -1.46% | 13.48%-14.9pp | 9.68%-11.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,434 | $3,930-63.5% | $3,323-56.9% | $4,866-70.5% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13,103 | $6,502+101.5% | $5,299+147.3% | $9,540+37.3% |