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 | $74,320 | $72,404+2.6% | $110,238-32.6% | $64,186+15.8% |
| Participation rate | 79.2% | 73.3%+5.9pp | 79.8%-0.6pp | 69.6%+9.7pp |
| Annual return | -6.96% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,018 | $3,469-70.7% | $4,672-78.2% | $3,470-70.7% |
| Admin fee / account holder | $404 | $5,664-92.9% | $8,547-95.3% | $4,888-91.7% |