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 | $23,859 | $71,480-66.6% | $90,782-73.7% | $64,186-62.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -7.45% | -4.25%-3.2pp | -3.42%-4.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,716 | $3,415+8.8% | $4,105-9.5% | $2,381+56.1% |
| Participant deferral / active EE | $1,349 | $4,302-68.7% | $5,366-74.9% | $3,470-61.1% |
| Admin fee / account holder | $375 | $6,309-94.1% | $5,908-93.7% | $4,888-92.3% |