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 | $37,404 | $107,791-65.3% | $90,645-58.7% | $135,375-72.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.76% | -0.90%-4.9pp | 1.88%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,133 | $3,018-62.4% | $2,532-55.2% | $4,779-76.3% |
| Participant deferral / active EE | $263 | $3,872-93.2% | $3,425-92.3% | $5,609-95.3% |
| Admin fee / account holder | $667 | $5,930-88.7% | $4,994-86.6% | $10,827-93.8% |