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 9-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 | $39,272 | $42,894-8.4% | $60,874-35.5% | $68,494-42.7% |
| Participation rate | 94.6% | 66.8%+27.9pp | 73.1%+21.5pp | 67.9%+26.8pp |
| Annual return | -11.19% | -13.98%+2.8pp | 16.90%-28.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $7,021 | $1,978+254.9% | $2,701+159.9% | $2,596+170.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $949 | $3,101-69.4% | $3,224-70.6% | $5,403-82.4% |