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 | $21,534 | $57,354-62.5% | $83,848-74.3% | $64,186-66.5% |
| Participation rate | 76.8% | 68.6%+8.2pp | 76.1%+0.7pp | 69.6%+7.2pp |
| Annual return | -7.24% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,688 | $2,545+44.9% | $3,631+1.6% | $2,381+54.9% |
| Participant deferral / active EE | $896 | $2,993-70.1% | $4,082-78.0% | $3,470-74.2% |
| Admin fee / account holder | $3,130 | $4,046-22.6% | $5,478-42.9% | $4,888-36.0% |