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 | $25,404 | $82,286-69.1% | $68,791-63.1% | $134,475-81.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -6.05% | -2.19%-3.9pp | -6.38%+0.3pp | 417.96%-424.0pp |
| Employer contribution / active EE | $640 | $3,301-80.6% | $2,655-75.9% | $4,740-86.5% |
| Participant deferral / active EE | $675 | $4,739-85.7% | $3,941-82.9% | $6,400-89.4% |
| Admin fee / account holder | $1,918 | $6,481-70.4% | $4,932-61.1% | $11,426-83.2% |