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 | $36,116 | $167,484-78.4% | $151,611-76.2% | $134,475-73.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -11.66% | 7.80%-19.5pp | 3.33%-15.0pp | 417.96%-429.6pp |
| Employer contribution / active EE | $4,767 | $6,829-30.2% | $6,166-22.7% | $4,740+0.6% |
| Participant deferral / active EE | $2,404 | $8,986-73.2% | $8,363-71.3% | $6,400-62.4% |
| Admin fee / account holder | $607 | $13,783-95.6% | $11,616-94.8% | $11,426-94.7% |