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 | $77,500 | $110,094-29.6% | $151,611-48.9% | $68,494+13.1% |
| Participation rate | 97.9% | 84.0%+13.9pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -14.48% | -10.12%-4.4pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,631 | $4,471-18.8% | $6,166-41.1% | $2,596+39.9% |
| Participant deferral / active EE | $2,793 | $6,527-57.2% | $8,363-66.6% | $4,027-30.6% |
| Admin fee / account holder | $9,150 | $7,719+18.5% | $11,616-21.2% | $5,403+69.4% |