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 | $37,188 | $82,286-54.8% | $68,791-45.9% | $134,475-72.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.10% | -2.19%-11.9pp | -6.38%-7.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,030 | $3,301-8.2% | $2,655+14.1% | $4,740-36.1% |
| Participant deferral / active EE | $871 | $4,739-81.6% | $3,941-77.9% | $6,400-86.4% |
| Admin fee / account holder | $3,067 | $6,481-52.7% | $4,932-37.8% | $11,426-73.2% |