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 | $58,485 | $83,337-29.8% | $67,834-13.8% | $273,961-78.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.28% | 259.45%-256.2pp | 138.47%-135.2pp | 41.45%-38.2pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $306 | $4,088-92.5% | $3,160-90.3% | $5,287-94.2% |
| Admin fee / account holder | $6,963 | $6,752+3.1% | $4,622+50.6% | $10,132-31.3% |