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 | $9,463 | $82,286-88.5% | $68,791-86.2% | $134,475-93.0% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -5.06% | -2.19%-2.9pp | -6.38%+1.3pp | 417.96%-423.0pp |
| Employer contribution / active EE | $982 | $3,301-70.3% | $2,655-63.0% | $4,740-79.3% |
| Participant deferral / active EE | $982 | $4,739-79.3% | $3,941-75.1% | $6,400-84.7% |
| Admin fee / account holder | $8,280 | $6,481+27.8% | $4,932+67.9% | $11,426-27.5% |