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 | $32,014 | $100,754-68.2% | $86,677-63.1% | $134,475-76.2% |
| Participation rate | 70.6% | 78.9%-8.3pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -12.17% | 29.04%-41.2pp | 35.91%-48.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,156 | $3,489-9.6% | $2,836+11.3% | $4,740-33.4% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,531 | $10,926-12.8% | $7,493+27.2% | $11,426-16.6% |