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 | $64,521 | $71,883-10.2% | $86,677-25.6% | $68,494-5.8% |
| Participation rate | 92.6% | 72.2%+20.4pp | 76.6%+16.0pp | 67.9%+24.7pp |
| Annual return | -15.97% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,374 | $2,173+9.2% | $2,836-16.3% | $2,596-8.6% |
| Participant deferral / active EE | $1,149 | $3,779-69.6% | $4,656-75.3% | $4,027-71.5% |
| Admin fee / account holder | $2,392 | $6,112-60.9% | $7,493-68.1% | $5,403-55.7% |