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 | $38,118 | $50,958-25.2% | $74,550-48.9% | $64,186-40.6% |
| Participation rate | 94.0% | 61.1%+33.0pp | 69.1%+24.9pp | 69.6%+24.5pp |
| Annual return | -6.95% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,573 | $1,115+220.4% | $1,961+82.2% | $2,381+50.1% |
| Participant deferral / active EE | $669 | $2,301-70.9% | $3,108-78.5% | $3,470-80.7% |
| Admin fee / account holder | $1,355 | $4,223-67.9% | $5,060-73.2% | $4,888-72.3% |