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 | $98,778 | $142,344-30.6% | $119,609-17.4% | $134,475-26.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -16.45% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,409 | $5,222-73.0% | $4,232-66.7% | $4,740-70.3% |
| Participant deferral / active EE | $1,769 | $6,469-72.7% | $5,602-68.4% | $6,400-72.4% |
| Admin fee / account holder | $657 | $13,584-95.2% | $10,323-93.6% | $11,426-94.3% |