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 | $88,955 | $110,094-19.2% | $151,611-41.3% | $68,494+29.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -3.48% | -10.12%+6.6pp | 3.33%-6.8pp | -7.84%+4.4pp |
| Employer contribution / active EE | $2,245 | $4,471-49.8% | $6,166-63.6% | $2,596-13.5% |
| Participant deferral / active EE | $2,248 | $6,527-65.6% | $8,363-73.1% | $4,027-44.2% |
| Admin fee / account holder | $1,959 | $7,719-74.6% | $11,616-83.1% | $5,403-63.7% |