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 | $104,111 | $110,094-5.4% | $151,611-31.3% | $68,494+52.0% |
| Participation rate | 97.9% | 84.0%+14.0pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -13.26% | -10.12%-3.1pp | 3.33%-16.6pp | -7.84%-5.4pp |
| Employer contribution / active EE | $3,481 | $4,471-22.1% | $6,166-43.5% | $2,596+34.1% |
| Participant deferral / active EE | $2,706 | $6,527-58.5% | $8,363-67.6% | $4,027-32.8% |
| Admin fee / account holder | $5,318 | $7,719-31.1% | $11,616-54.2% | $5,403-1.6% |