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 6-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 | $26,971 | $45,863-41.2% | $77,024-65.0% | $68,494-60.6% |
| Participation rate | 91.1% | 55.9%+35.2pp | 67.9%+23.2pp | 67.9%+23.2pp |
| Annual return | -6.18% | 1.72%-7.9pp | 42.32%-48.5pp | -7.84%+1.7pp |
| Employer contribution / active EE | $2,593 | $1,650+57.2% | $2,812-7.8% | $2,596-0.1% |
| Participant deferral / active EE | $244 | $2,962-91.8% | $4,426-94.5% | $4,027-93.9% |
| Admin fee / account holder | $8,428 | $3,041+177.2% | $5,425+55.3% | $5,403+56.0% |