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 | $63,419 | $92,222-31.2% | $76,768-17.4% | $135,375-53.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -6.59% | 5.46%-12.1pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $6,843 | $3,216+112.8% | $2,485+175.4% | $4,779+43.2% |
| Participant deferral / active EE | $1,244 | $4,509-72.4% | $3,852-67.7% | $5,609-77.8% |
| Admin fee / account holder | $10,934 | $10,748+1.7% | $6,675+63.8% | $10,827+1.0% |