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 | $20,216 | $82,664-75.5% | $125,339-83.9% | $68,494-70.5% |
| Participation rate | 82.5% | 75.0%+7.5pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -17.06% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,187 | $3,381+23.8% | $4,814-13.0% | $2,596+61.3% |
| Participant deferral / active EE | $136 | $6,110-97.8% | $7,446-98.2% | $4,027-96.6% |
| Admin fee / account holder | $1,717 | $6,275-72.6% | $10,010-82.8% | $5,403-68.2% |