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 | $45,601 | $110,094-58.6% | $151,611-69.9% | $68,494-33.4% |
| Participation rate | 98.7% | 84.0%+14.7pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | 6.96% | -10.12%+17.1pp | 3.33%+3.6pp | -7.84%+14.8pp |
| Employer contribution / active EE | $2,906 | $4,471-35.0% | $6,166-52.9% | $2,596+11.9% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,803 | $7,719-76.6% | $11,616-84.5% | $5,403-66.6% |