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 | $56,850 | $94,529-39.9% | $140,016-59.4% | $64,186-11.4% |
| Participation rate | 87.8% | 84.1%+3.7pp | 87.5%+0.3pp | 69.6%+18.2pp |
| Annual return | -5.57% | 7.77%-13.3pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,306 | $3,812-39.5% | $5,606-58.9% | $2,381-3.1% |
| Participant deferral / active EE | $1,741 | $5,250-66.8% | $6,927-74.9% | $3,470-49.8% |
| Admin fee / account holder | $10,596 | $6,741+57.2% | $10,705-1.0% | $4,888+116.8% |