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 | $125,862 | $147,167-14.5% | $111,392+13.0% | $135,375-7.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.45% | -4.44%-2.0pp | -2.06%-4.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,171 | $5,204-19.9% | $4,328-3.6% | $4,779-12.7% |
| Participant deferral / active EE | $889 | $6,565-86.5% | $5,567-84.0% | $5,609-84.1% |
| Admin fee / account holder | $5,369 | $20,270-73.5% | $12,266-56.2% | $10,827-50.4% |