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 8-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 | $41,793 | $64,707-35.4% | $112,228-62.8% | $68,494-39.0% |
| Participation rate | 76.5% | 67.2%+9.3pp | 75.1%+1.4pp | 67.9%+8.6pp |
| Annual return | -18.23% | -11.40%-6.8pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $11,070 | $2,746+303.2% | $3,635+204.6% | $2,596+326.4% |
| Participant deferral / active EE | $197 | $3,565-94.5% | $4,728-95.8% | $4,027-95.1% |
| Admin fee / account holder | $2,923 | $5,232-44.1% | $6,410-54.4% | $5,403-45.9% |