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 | $24,371 | $42,383-42.5% | $76,523-68.2% | $64,186-62.0% |
| Participation rate | 85.5% | 58.1%+27.3pp | 68.0%+17.5pp | 69.6%+15.9pp |
| Annual return | -8.13% | -16.54%+8.4pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $9,624 | $1,563+515.6% | $2,647+263.6% | $2,381+304.2% |
| Participant deferral / active EE | $406 | $2,566-84.2% | $3,835-89.4% | $3,470-88.3% |
| Admin fee / account holder | $6,926 | $3,198+116.6% | $4,848+42.9% | $4,888+41.7% |