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 | $85,300 | $69,518+22.7% | $59,878+42.5% | $135,375-37.0% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.7%+3.1pp | 82.6%-4.9pp |
| Annual return | -4.51% | 7.94%-12.5pp | 3.46%-8.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,910 | $3,235-10.0% | $2,722+6.9% | $4,779-39.1% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $840 | $5,734-85.4% | $3,590-76.6% | $10,827-92.2% |