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 | $74,576 | $92,222-19.1% | $76,768-2.9% | $135,375-44.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.96% | 5.46%-10.4pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,684 | $3,216+14.6% | $2,485+48.2% | $4,779-22.9% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $613 | $10,748-94.3% | $6,675-90.8% | $10,827-94.3% |