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 | $129,960 | $59,107+119.9% | $86,436+50.4% | $68,494+89.7% |
| Participation rate | 72.8% | 75.2%-2.4pp | 80.3%-7.5pp | 67.9%+5.0pp |
| Annual return | -15.93% | -0.23%-15.7pp | 4394.89%-4410.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $972 | $2,519-61.4% | $3,769-74.2% | $2,596-62.6% |
| Participant deferral / active EE | $2,525 | $5,901-57.2% | $6,952-63.7% | $4,027-37.3% |
| Admin fee / account holder | $6,205 | $5,637+10.1% | $6,731-7.8% | $5,403+14.9% |