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 | $37,336 | $82,664-54.8% | $125,339-70.2% | $68,494-45.5% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -6.24% | -5.97%-0.3pp | 572.05%-578.3pp | -7.84%+1.6pp |
| Employer contribution / active EE | $2,058 | $3,381-39.1% | $4,814-57.2% | $2,596-20.7% |
| Participant deferral / active EE | $2,247 | $6,110-63.2% | $7,446-69.8% | $4,027-44.2% |
| Admin fee / account holder | $697 | $6,275-88.9% | $10,010-93.0% | $5,403-87.1% |