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 | $42,527 | $77,813-45.3% | $123,544-65.6% | $64,186-33.7% |
| Participation rate | 72.5% | 74.7%-2.2pp | 82.3%-9.8pp | 69.6%+2.9pp |
| Annual return | -6.24% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,037 | $3,014+34.0% | $4,628-12.8% | $2,381+69.6% |
| Participant deferral / active EE | $466 | $5,240-91.1% | $6,426-92.7% | $3,470-86.6% |
| Admin fee / account holder | $11,043 | $5,519+100.1% | $9,284+18.9% | $4,888+125.9% |