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 | $169,284 | $81,900+106.7% | $119,609+41.5% | $68,494+147.1% |
| Participation rate | 82.9% | 71.9%+11.0pp | 79.3%+3.6pp | 67.9%+15.0pp |
| Annual return | -15.61% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $14,445 | $2,693+436.3% | $4,232+241.3% | $2,596+456.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $26,300 | $6,582+299.6% | $10,323+154.8% | $5,403+386.8% |