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 | $33,459 | $127,386-73.7% | $115,037-70.9% | $125,391-73.3% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -3.36% | 31.28%-34.6pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,013 | $5,166-80.4% | $4,608-78.0% | $4,866-79.2% |
| Participant deferral / active EE | $1,483 | $6,423-76.9% | $6,026-75.4% | $5,352-72.3% |
| Admin fee / account holder | $6,855 | $9,516-28.0% | $8,175-16.2% | $9,540-28.2% |