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 | $27,398 | $81,900-66.5% | $119,609-77.1% | $68,494-60.0% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | 19.44% | -23.82%+43.3pp | -14.97%+34.4pp | -7.84%+27.3pp |
| Employer contribution / active EE | $1,154 | $2,693-57.2% | $4,232-72.7% | $2,596-55.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $711 | $6,582-89.2% | $10,323-93.1% | $5,403-86.8% |