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 | $63,614 | $73,867-13.9% | $143,757-55.7% | $68,494-7.1% |
| Participation rate | 77.1% | 66.7%+10.5pp | 80.3%-3.2pp | 67.9%+9.3pp |
| Annual return | -14.83% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $8,690 | $3,184+172.9% | $4,951+75.5% | $2,596+234.7% |
| Participant deferral / active EE | $765 | $3,384-77.4% | $5,637-86.4% | $4,027-81.0% |
| Admin fee / account holder | $749 | $5,755-87.0% | $14,673-94.9% | $5,403-86.1% |