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 | $34,122 | $56,357-39.5% | $104,294-67.3% | $68,494-50.2% |
| Participation rate | 76.7% | 63.3%+13.4pp | 73.3%+3.4pp | 67.9%+8.8pp |
| Annual return | -14.23% | -9.19%-5.0pp | 24.61%-38.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,332 | $1,960+70.0% | $3,372-1.2% | $2,596+28.3% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,544 | $4,903+13.1% | $7,339-24.5% | $5,403+2.6% |