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 | $34,543 | $48,265-28.4% | $68,791-49.8% | $68,494-49.6% |
| Participation rate | 96.3% | 60.7%+35.6pp | 69.0%+27.3pp | 67.9%+28.4pp |
| Annual return | -17.12% | -12.71%-4.4pp | -6.38%-10.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $6,514 | $1,829+256.2% | $2,655+145.3% | $2,596+150.9% |
| Participant deferral / active EE | $407 | $2,867-85.8% | $3,941-89.7% | $4,027-89.9% |
| Admin fee / account holder | $11,166 | $4,355+156.4% | $4,932+126.4% | $5,403+106.7% |