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 | $60,444 | $63,953-5.5% | $54,726+10.4% | $135,375-55.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -2.98% | -5.77%+2.8pp | -4.56%+1.6pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,961 | $4,256-6.9% | $3,449+14.8% | $4,779-17.1% |
| Participant deferral / active EE | $961 | $4,810-80.0% | $3,953-75.7% | $5,609-82.9% |
| Admin fee / account holder | $966 | $4,567-78.8% | $3,818-74.7% | $10,827-91.1% |