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 | $32,000 | $133,958-76.1% | $112,228-71.5% | $134,475-76.2% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -11.23% | 47.11%-58.3pp | 27.45%-38.7pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,846 | $4,038-4.8% | $3,635+5.8% | $4,740-18.9% |
| Participant deferral / active EE | $1,086 | $5,291-79.5% | $4,728-77.0% | $6,400-83.0% |
| Admin fee / account holder | $11,652 | $7,489+55.6% | $6,410+81.8% | $11,426+2.0% |