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 | $27,188 | $49,280-44.8% | $67,313-59.6% | $64,186-57.6% |
| Participation rate | 96.4% | 60.8%+35.6pp | 69.1%+27.3pp | 69.6%+26.9pp |
| Annual return | 6.99% | -1.39%+8.4pp | -4.08%+11.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $2,679 | $1,668+60.5% | $2,566+4.4% | $2,381+12.5% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $302 | $3,863-92.2% | $4,507-93.3% | $4,888-93.8% |