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 | $14,242 | $73,867-80.7% | $143,757-90.1% | $68,494-79.2% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -12.28% | 1.01%-13.3pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,056 | $3,184-66.8% | $4,951-78.7% | $2,596-59.3% |
| Participant deferral / active EE | $678 | $3,384-80.0% | $5,637-88.0% | $4,027-83.2% |
| Admin fee / account holder | $1,039 | $5,755-81.9% | $14,673-92.9% | $5,403-80.8% |