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 | $50,150 | $57,354-12.6% | $83,848-40.2% | $64,186-21.9% |
| Participation rate | 98.3% | 68.6%+29.7pp | 76.1%+22.1pp | 69.6%+28.7pp |
| Annual return | -3.24% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $13,524 | $2,545+431.3% | $3,631+272.5% | $2,381+468.0% |
| Participant deferral / active EE | $746 | $2,993-75.1% | $4,082-81.7% | $3,470-78.5% |
| Admin fee / account holder | $1,944 | $4,046-52.0% | $5,478-64.5% | $4,888-60.2% |