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 | $29,883 | $167,484-82.2% | $151,611-80.3% | $134,475-77.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -9.16% | 7.80%-17.0pp | 3.33%-12.5pp | 417.96%-427.1pp |
| Employer contribution / active EE | $3,043 | $6,829-55.4% | $6,166-50.6% | $4,740-35.8% |
| Participant deferral / active EE | $2,400 | $8,986-73.3% | $8,363-71.3% | $6,400-62.5% |
| Admin fee / account holder | $4,614 | $13,783-66.5% | $11,616-60.3% | $11,426-59.6% |