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 9-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 | $36,715 | $64,307-42.9% | $57,343-36.0% | $125,391-70.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 83.2%-8.2pp |
| Annual return | -1.51% | 25.12%-26.6pp | 24.39%-25.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $4,112 | $3,193+28.8% | $2,689+52.9% | $4,866-15.5% |
| Participant deferral / active EE | $704 | $3,848-81.7% | $3,162-77.7% | $5,352-86.8% |
| Admin fee / account holder | $802 | $5,242-84.7% | $3,356-76.1% | $9,540-91.6% |