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 | $94,864 | $94,529+0.4% | $140,016-32.2% | $64,186+47.8% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.9pp |
| Annual return | -5.94% | 7.77%-13.7pp | 651.12%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,487 | $3,812+17.7% | $5,606-20.0% | $2,381+88.5% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,436 | $6,741-34.2% | $10,705-58.6% | $4,888-9.3% |