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 | $51,240 | $105,860-51.6% | $90,749-43.5% | $134,475-61.9% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -0.37% | -11.01%+10.6pp | -12.16%+11.8pp | 417.96%-418.3pp |
| Employer contribution / active EE | $2,673 | $3,462-22.8% | $2,921-8.5% | $4,740-43.6% |
| Participant deferral / active EE | $360 | $5,216-93.1% | $4,564-92.1% | $6,400-94.4% |
| Admin fee / account holder | $4,261 | $13,938-69.4% | $8,445-49.5% | $11,426-62.7% |