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 | $37,606 | $168,632-77.7% | $147,614-74.5% | $125,391-70.0% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -1.09% | 77.65%-78.7pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $7,599 | $6,252+21.5% | $5,564+36.6% | $4,866+56.2% |
| Participant deferral / active EE | $211 | $5,507-96.2% | $4,895-95.7% | $5,352-96.1% |
| Admin fee / account holder | $5,623 | $13,580-58.6% | $11,611-51.6% | $9,540-41.1% |