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 | $32,034 | $79,633-59.8% | $93,789-65.8% | $68,494-53.2% |
| Participation rate | 97.7% | 75.4%+22.3pp | 81.0%+16.7pp | 67.9%+29.8pp |
| Annual return | -14.51% | -0.10%-14.4pp | -11.33%-3.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,159 | $3,665-68.4% | $4,323-73.2% | $2,596-55.4% |
| Participant deferral / active EE | $519 | $5,158-89.9% | $6,094-91.5% | $4,027-87.1% |
| Admin fee / account holder | $874 | $6,871-87.3% | $7,195-87.9% | $5,403-83.8% |