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 5-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 | $14,611 | $82,286-82.2% | $68,791-78.8% | $134,475-89.1% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.0%+26.4pp | 81.2%+14.2pp |
| Annual return | -16.83% | -2.19%-14.6pp | -6.38%-10.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,965 | $3,301-10.2% | $2,655+11.7% | $4,740-37.4% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,172 | $6,481-81.9% | $4,932-76.2% | $11,426-89.7% |