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 | $43,689 | $147,167-70.3% | $111,392-60.8% | $135,375-67.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -7.61% | -4.44%-3.2pp | -2.06%-5.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $6,800 | $5,204+30.7% | $4,328+57.1% | $4,779+42.3% |
| Participant deferral / active EE | $1,338 | $6,565-79.6% | $5,567-76.0% | $5,609-76.1% |
| Admin fee / account holder | $454 | $20,270-97.8% | $12,266-96.3% | $10,827-95.8% |