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 | $78,921 | $73,004+8.1% | $90,749-13.0% | $68,494+15.2% |
| Participation rate | 90.3% | 70.8%+19.5pp | 75.7%+14.6pp | 67.9%+22.4pp |
| Annual return | -16.87% | -13.81%-3.1pp | -12.16%-4.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $10,242 | $2,193+367.1% | $2,921+250.7% | $2,596+294.5% |
| Participant deferral / active EE | $1,299 | $3,627-64.2% | $4,564-71.5% | $4,027-67.8% |
| Admin fee / account holder | $5,563 | $5,896-5.6% | $8,445-34.1% | $5,403+3.0% |