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 9-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 | $64,195 | $82,664-22.3% | $125,339-48.8% | $68,494-6.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.73% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $10,405 | $3,381+207.7% | $4,814+116.2% | $2,596+300.8% |
| Participant deferral / active EE | $547 | $6,110-91.1% | $7,446-92.7% | $4,027-86.4% |
| Admin fee / account holder | $4,101 | $6,275-34.7% | $10,010-59.0% | $5,403-24.1% |