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 | $75,307 | $142,344-47.1% | $119,609-37.0% | $134,475-44.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -14.97% | -12.44%-2.5pp | -14.97%0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,261 | $5,222-75.8% | $4,232-70.2% | $4,740-73.4% |
| Participant deferral / active EE | $1,350 | $6,469-79.1% | $5,602-75.9% | $6,400-78.9% |
| Admin fee / account holder | $5,250 | $13,584-61.3% | $10,323-49.1% | $11,426-54.1% |