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 | $124,801 | $71,883+73.6% | $86,677+44.0% | $68,494+82.2% |
| Participation rate | 78.9% | 72.2%+6.7pp | 76.6%+2.4pp | 67.9%+11.1pp |
| Annual return | -12.39% | 3.52%-15.9pp | 35.91%-48.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,019 | $2,173-53.1% | $2,836-64.1% | $2,596-60.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,966 | $6,112-35.1% | $7,493-47.1% | $5,403-26.6% |