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 | $36,562 | $167,484-78.2% | $151,611-75.9% | $134,475-72.8% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -13.05% | 7.80%-20.8pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $4,954 | $6,829-27.5% | $6,166-19.6% | $4,740+4.5% |
| Participant deferral / active EE | $2,114 | $8,986-76.5% | $8,363-74.7% | $6,400-67.0% |
| Admin fee / account holder | $4,127 | $13,783-70.1% | $11,616-64.5% | $11,426-63.9% |