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 | $75,937 | $110,094-31.0% | $151,611-49.9% | $68,494+10.9% |
| Participation rate | 89.7% | 84.0%+5.7pp | 87.5%+2.2pp | 67.9%+21.8pp |
| Annual return | -10.07% | -10.12%0pp | 3.33%-13.4pp | -7.84%-2.2pp |
| Employer contribution / active EE | $4,310 | $4,471-3.6% | $6,166-30.1% | $2,596+66.0% |
| Participant deferral / active EE | $2,378 | $6,527-63.6% | $8,363-71.6% | $4,027-40.9% |
| Admin fee / account holder | $2,188 | $7,719-71.7% | $11,616-81.2% | $5,403-59.5% |